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We are offering two free presentations on this topic.
During this in-person seminar, our expert speakers will cover a wide range of topics, including legal documents (such as wills, power of attorneys, and representation agreements), beneficiary designations, taxes at death, and more.
Whether you’re a young adult starting to plan for the future or a retiree looking to ensure your assets are protected, this seminar is perfect for anyone interested in securing their legacy. This seminar is also an invaluable resource for executors who may be responsible for carrying out someone else’s wishes. Being named an executor comes with significant legal and financial responsibilities. By attending, you’ll gain a clear understanding of your duties, from managing assets and paying debts to distributing inheritances according to the will. There will be an opportunity at the end of the presentation for questions.
Campbell River
Date:
Tuesday, October 22, 2024
Time:
2:00 – 3:00PM
Location:
Pacific Ballroom
Anchor Inn & Suites
261 Island Highway, Campbell River, BC, V9W 2B3
Comox Valley
Date:
Thursday, October 24, 2024
Time:
2:00 – 3:00PM
Location:
Silver Room
Crown Isle Resort & Golf Community
399 Clubhouse Drive, Courtenay, BC, V9N 9G3
Speakers
Shawn Fetter, CIM® , CFP® , CLU®
Biography
Shawn is a Certified Financial Planner and Insurance Advisor with Alitis Wealth Planning with nearly 20 years’ experience in the financial services industry. His journey into this profession was driven by a desire to optimize his clients’ financial well-being.
His genuine passion for helping others is evident in his approach. Shawn provides thoughtful guidance, taking great care to help clients achieve a clearer understanding of their financial future. He takes pride in assisting clients in setting realistic long-term financial goals and addresses any financial inquiries with clarity and empathy.
Specializing in aiding pre and post retirees as well as business owners, Shawn strives to help them achieve financial security so they can enjoy a richer life. He devises innovative strategies to reduce taxes, increase wealth, and plan for the efficient transfer of wealth from one generation to another guided by a comprehensive financial plan. Shawn is motivated to provide superior client service and to make the planning process a little more fun!
Shawn’s qualifications include the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Chartered Life Underwriter (CLU®) designations. Shawn is Life Insurance licensed with Alitis Wealth Planning Inc. to assist clients with all their insurance planning needs.
Residing in the Comox Valley with his wife and two children, Shawn embraces the outdoors during his leisure time and can be found on his skis, bike, at the golf course, or spending time with his family.
Emily Hofmann, CIM® , CFP®
Biography
As a Certified Financial Planner and Insurance Advisor with Alitis Wealth Planning, Emily takes great care and pride in helping clients create and protect their wealth. She works with families and professionals to help establish and accomplish their personal financial objectives.
Emily’s qualifications include the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations, a diploma in Finance & Associate of Arts in Economics from Camosun College in Victoria, BC.
Emily lives in the Comox Valley with her husband and young sons. The entire family enjoys an outdoor west coast lifestyle: skiing in the winter, boating, gardening and camping in the summer.
Reserve your seat today!
Campbell River
Date:
Tuesday, October 22, 2024
Comox Valley
Date:
Thursday, October 24, 2024
About Alitis Wealth Planning
At Alitis Wealth Planning (“Alitis”), we are your trusted partner in comprehensive wealth planning. Our mission is to provide our clients with personalized financial guidance and support to help them achieve their long-term financial goals.
We believe that trust, transparency, and open communication are the keys to building long-lasting relationships with our clients. We work closely with each client to understand their financial situation, goals, and concerns, and develop a comprehensive plan that aligns with their vision for the future.
We offer clarity to help you make more informed decisions about how you spend, save, and invest and how the decisions made today can impact your future.
Alitis Wealth Planning is licensed through the Insurance Council of British Columbia and also operates in the provinces of Alberta, Saskatchewan and Manitoba.
Alitis Wealth Planning is a related company to Alitis Investment Counsel. Your financial plan will consider your investment portfolio as it relates to your long term goals and risk tolerance. Extensive portfolio management services can be obtained through Alitis Investment Counsel or a portfolio manager (investment advisor) of your choice.
The Alitis Advantage
At Alitis Wealth Planning, we believe that your financial success is not just a destination but a journey. Our comprehensive approach to financial planning is designed to provide you with the guidance and support you need to navigate the complexities of your financial life and achieve your long-term goals. With a team of experienced professionals and a commitment to personalized service, we are your trusted partner on this journey.
Link to: Comprehensive Financial Planning
Financial Planning
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