Financial webinars
Learn and grow
Participate in our free webinars and seminars held exclusively for Southland Members. Southland offers seminars and webinars on a variety of topics, including investments, retirement, home ownership and more.
Communicating your estate plan
Saturday, November 14 at 9:30 a.m.
Presented by Natalie Spiwak, Affinity Trusts
In this webinar, you will learn:
- The importance of family meetings to address estate planning openly
- Emphasizing clear and concise communication of end-of-life wishes and estate plans
- Communicating to prevent misunderstandings and conflicts among beneficiaries
- Discussing the importance of introducing trustees and beneficiaries to financial and legal teams