Year End Things to Do - Your "Pause to Plan" Guide

We are pleased to offer to friends and family easy access tools for important tasks.  We are attracting new clients all of the time, most of whom do not have Wills.

Your Will speaks when you no longer can.  You need one. 

Often, it is just a nudge and a path to follow that will get the Will done.

Here that is, with our compliments …….  this is your path to follow, to pause, to plan

Download Your Will Planning Workbook_new



 Ted Wernham is an Elder Planning Counselor, a member in good standing of the Canadian Initiative for Elder Planning Studies

Ted Wernham
Ted Wernham
Ranked # 1 in London by MDRT, the Premier Association of Financial Professionals. retirement income manager, Host Retirement Ready! Radio on AM1290 Ted Wernham