We all have social media accounts and documents stored on computers. But I would bet none of us have included those “digital assets” in our estate plan. We’ll look at why it might make sense and how to do it. And, walking a fine line on Financial Literacy. When it comes to the banks, how do we address the risk of a conflict of interest? We’ll talk to the incoming president of the Canadian Bankers Association. Then, success through storytelling. We’ll look at how sharing personal stories can improve financial outcomes.
August 15, 2017