WEBINAR:
Your Estate, Your Legacy:
How to Reduce Tax Burdens and Preserve Wealth
Estate planning isn’t just for the wealthy or the elderly—it’s for anyone who wants to make sure their loved ones are taken care of no matter their stage of life. If you own a home, have savings, run a business, or simply want to have a say in what happens to your assets and responsibilities, this webinar is for you.
7:00 PM (EST)
April 30, 2025
Len Carby MBA, PFP, FLMI
Consultant
Investors Group Financial Services Inc ("IGFS")
Key Takeaways
The Cost of No Plan
A clear understanding of what happens if you don’t have an estate plan—and why it matters
Essential Documents
Knowledge of the key documents everyone should have in place
Protect Your Legacy
Confidence in how to ensure your assets go to the right people, the right way
Avoid Costly Mistakes
Awareness of common mistakes that can cause delays and extra costs
Len's Approach to Estate Planning
Estate planning isn't just about documents - it's about people
Len Carby understands that every individual and family has unique goals, values, and concerns when it comes to protecting what they’ve built. With years of experience guiding clients through wealth management, risk protection, and long-term financial strategies, Len takes a holistic approach when it comes to estate planning. He doesn’t believe in one-size-fits-all solutions; instead, he takes the time to listen, educate, and craft a plan that reflects what truly matters to you.
Whether you’re thinking about providing for loved ones, safeguarding a business, or ensuring a smooth transition of assets, Len’s thoughtful, tailored approach makes the process clear and manageable. His goal? To help you make informed decisions today so that your wishes are honored in the future.
