Estate Planning Luncheon

Join our ATB Wealth estate expert Tanis Jalbert, LLB as she walks you through valuable considerations for your estate. Whether you’re just starting to plan your will and estate or looking to update your existing plans, this luncheon is perfect for individuals at any stage of life. She’ll address common estate planning topics, including:

– How to protect yourself and your family with estate planning documents
– Trust planning
– Protecting inheritances
– Considerations for blended families
– Estate planning in your lifetime
– Minimizing taxes

Have specific estate planning questions? Submit them to our Senior Financial Advisor and Certified Financial Planner, Tyler Elcombe at telcombe@atb.com before the luncheon, and we will try to address them at the event.

Time: 11:45 AM – 1:30 PM
– Doors Open 11:45 am
– Presentation Noon – 1:15pm
– Q&A 1:15 – 1:30
Location: Fort McMurray’s Best Western Plus Sawridge on TaigaNova Cres.

A soup and sandwich lunch will be provided, please reach out to telcombe@atb.com with any dietary restrictions.

Featuring:
Tanis Jalbert LLB, TEP
Estate and Succession Specialist, ATB Wealth

Born in Saskatchewan, but raised in Alberta. Tanis Jalbert has over 20 years of legal experience in various areas of law. She is a member of various legal and estate organizations, and equipped with her Bachelor of Commerce, LLB and Trust and Estate Practitioner Designation (TEP). Since 2008, Tanis has focused exclusively on wills and estate planning. “I really enjoy the estate planning component of my work. Easing people’s minds about their family’s future is so important and rewarding.”

Hosted By:
Tyler Elcombe, CFP
Senior Financial Advisor, ATB Wealth

Born and raised in Alberta, Tyler brings more than 13 years of experience in financial services to the ATB team. Located in Fort McMurray, he prides himself on translating complicated financial matters into easy to understand conversations to help guide his clients toward their goals. Tyler holds a Certified Financial Planner (CFP®) designation, a Certificate in Advanced Financial Advice from the Canadian Securities Institute and an Advanced Certificate in 3H Financial Planning from FP Canada.

ATB Wealth (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. (ATBIM) and ATB Securities Inc. (ATBSI) are individually licensed users of ATB Wealth (ATBW). ATBIM is registered as a portfolio manager across various Canadian securities commissions with the Alberta Securities Commission being its principal regulator. ATBIM is also registered as an investment fund manager and manages the Compass Portfolios and the ATBIS Pools. ATBSI is a member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization.