360 Life Plan is slated to host a local financial planning event free of charge.
Geared towards people from all ages and demographics, including young adults, parents and retirees, the event will help shed light on how to approach things that are often put off until later in life: such as wills, estate planning, life insurance and wealth transfer.
Elizabeth Mah, lawyer and founder of Paperclip Law, is a featured speaker alongside wealth advisor Bo Banner, who owns Bo Banner Wealth.
Other speakers include wealth management professional Paige Brettle (Doyle & Associates), mortgage architect Deb Burnstein (Deb's Mortgages), realtor advisor Kathy White (Engel & Völkers – Whistler) and Petra Vanova (Bohemia Staging Whistler).
The event takes place on June 7 from 10:30 a.m. to 1:30 p.m. Refreshments will be provided and draw prizes are up for grabs. Contact White at [email protected] to RSVP.
