https://advisor.willful.co/PARALLELWE...

In this video we welcome on Erin Bury, the co-founder and CEO of Willful which is an online will platform. There are many of you watching this video that do not currently have a will in place, so make sure to get one in place. You don't want to have to put your family in a tough position should you pass away unexpectedly.

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning or email [email protected]

6 ways to level up your financial plan:
Personal Finance for Canadians for Dummies: https://amzn.to/308jzic
Free Credit Report with Borrowell: https://borrowell.com/free-credit-sco...
Open an EQ Bank Account: https://join.eqbank.ca?code=ADAM8851
Financial Calculator I use: https://amzn.to/3qiFf6m
Financial Masterclass for Canadians: https://bit.ly/ParallelAcademy
20% off an online Will at https://advisor.willful.co/PARALLELWE...

OUTLINE
0:00 - Intro
0:44 - Traditional Method
1:11 - Digital Will
1:55 - Digital Signature
2:45 - Online Wills In Court
3:40 - Simple vs. Complex Cases
6:10 - Timeline For The Rest Of Canada
7:27 - Wills Aren't That Complicated
8:36 - Different Willful Packages
9:45 - Protect Your Family
11:07 - 2 Parts of Estate Planning

This presentation is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. Every effort has been made to ensure the accuracy of its contents. Certain of the statements made may contain forward-looking statements, which involve known and unknown risk, uncertainties and other factors which may cause the actual results, performance or achievements of the Company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Returns are not guaranteed and past performance may not be repeated.

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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

#retirement #estateplanning