Description

Have you ever wondered what a Power of Attorney (POA) is or what they do? You’re not alone. Join Daren Givoque, Financial Advisor at O'Farrell Wealth & Estate Planning, and co-host Keith Masterman, Vice-President at CI Global Asset Management, as they dig into what POA’s do, the types that exist, and why you should select carefully when planning your estate.

 Here are some takeaways you can expect: 

•General Power of Attorney vs. Continuing Power of Attorney 

•Is the POA for a specific term or to protect the grantor in old age 

•Effective date and determining mechanism 

•Cross border planning - how to setup more then one POA if need

REGISTER HERE: https://www.ofarrellwealth.com/register