Legacy by Design: Estate Planning Strategies for Today—and Tomorrow by Wealth Bridge and OTA Entrepreneur Network

Join us for this practical and empowering in-person workshop designed specifically for families, Entrepreneur and public sector professionals in Ottawa. In this session, you’ll gain clear, actionable insights on:

• Building a strong estate plan that protects your assets
• Smart RRSP strategies to minimize taxes (including meltdown approaches)
• Tax-efficient wealth transfer methods to preserve and pass on your legacy
• Key documents: Wills, Powers of Attorney, and beneficiary designations
• The crucial difference between basic estate planning and true legacy planning

Whether you’re preparing for retirement, safeguarding your hard-earned savings, or ensuring your wishes are carried out for future generations, this workshop will equip you with the knowledge and confidence to plan purposefully. Don’t leave your legacy to chance—design it with intention.