In this webinar, we're joined by guest speakers Ian Reidy and Michael Murray of RBC Brewin Dolphin who share their experience supporting clients through the Wards of Court System exit process — highlighting key pitfalls, case insights, and essential planning steps.

Ian Reidy, Senior Financial Planning Manager, discusses:

Practical experience from recent live cases
How to navigate the exit process efficiently
Common pitfalls to avoid
Key tips for achieving outcomes that satisfy the courts and judiciary
Estate planning and tax blind spots that often go unnoticed

Michael Murray, Divisional Director and Senior Investment Manager, explores:

The investment challenges faced when exiting the Wards of Court system
The impact of medical inflation and long-term care costs
Mistakes to avoid when structuring and managing post-exit investments

This webinar qualifies for 1 hour of General CPD by e-Learning.