Resource person: Pam Petrie

Description:

This course provides a practical introduction to estate planning, with a particular focus on strategies for avoiding probate. It will also touch on key investment considerations that relate to effective financial and estate planning. Designed specifically for Elder College students, the course explores the essential principles of estate planning, a basic introduction to the probate process, and some strategies to help minimize the costs, delays, and challenges often associated with probate.

Instructor: Nathan Paisley is co-owner of Nathina Financial Services and holds both a bachelor’s and a master’s degree in business, with a particular focus on financial and estate planning. With over five years of experience working alongside his father and business partner, Len Paisley, Nathan brings a balance of academic knowledge and practical insight to his teaching. Born and raised on Vancouver Island, Nathan combines an understanding of local needs with broader financial planning strategies. His teaching style incorporates real-life examples, practical exercises, and useful tools to help students gain a clear understanding of probate bypass strategies and wealth preservation techniques.

Mandatory membership(s):

• Individual Membership 2025-26

Available spots: 16 out of 25

Price: $20.00 Taxes not included

Notes: You are encouraged to take notes during this course!

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