November 26th, 2024
3:00pm Eastern/12:00pm Pacific
Lorne Jackson

Essential Estate and Will Planning for Retirees

Nearly 60% of families do not have a Will in place, but there’s still time. Do you have a Will, and if so, is it current and complete? Have you selected a trustworthy executor who’s ready for the responsibility? Have you explored ways to pass on your assets to your children or heirs in a mutually beneficial manner? What about the tax implications of your registered assets – have you made plans for those? Have you considered including charitable gifts in your Will? Have you discussed your decisions with your family and made sure they understand your wishes? Our partners at Advisors with Purpose are hosting a 45-minute webinar for retirees who want to ensure they’ve covered all the bases, allowing them to enjoy life without the stress of crucial decisions looming over them.

January 23rd, 2025
8:30pm Eastern/5:30pm Pacific
Chantel Gibbs

Harmonizing your Legacy: Estate Planning for blended families

Join this upcoming webinar that focuses on estate planning for blended families. Learn methods to ensure fair asset distribution, manage potential conflicts, and protect everyone’s interests. Our partners at Advisors with Purpose will guide you through making a complete estate plan that fits your specific family situation. Gain insights into minimizing disagreements and creating a harmonious legacy for your loved ones.

February 11th, 2025
8:00pm Eastern/5:00pm Pacific
Lorne Jackson

Strategic and Compassionate Estate Planning for Complex Family Circumstances

This webinar will explore how to navigate challenging family dynamics with empathy and foresight. Learn strategies to address unique situations, such as estrangement, succession planning, addictions, care for aging parents, co-owned property, and primary care for grandchildren. We will discuss minimizing potential family conflicts and leaving a legacy of understanding and compassion.

February 27th, 2025
8:00pm Eastern/5:00pm Pacific
Abraham Somavarapha

Smart Estate Planning Strategies for your investments, stocks and other non-cash asset

Discover smart estate planning strategies for your investments, stocks, and non-cash assets in this upcoming webinar from our partners at Advisors with Purpose. Learn how to maximize the value of your estate while minimizing taxes and administrative costs. Explore techniques to protect and transfer assets efficiently, ensuring a smooth transition for your beneficiaries.

March 11th, 2025
8:30pm Eastern/5:30pm Pacific
Chantel Gibbs

Solo Success: Estate Planning Essentials for Singles

Estate planning can be tricky, especially if you’re single. Whether unmarried, divorced, or widowed, it’s important to ensure your assets and wishes are taken care of. Join us for a webinar hosted by our partners at Advisors with Purpose designed to help singles understand and navigate the estate planning process. You’ll learn about key topics like drafting a Will, naming beneficiaries, and setting up powers of attorney. By the end of this webinar, you’ll have a clear idea of the steps you need to take to create a solid estate plan that fits your situation.

March 27th, 2025
8:00pm Eastern/5:00pm Pacific
Abraham Somavarapha

Navigating Borders: Estate Planning for New Canadians with Foreign Property

Moving to a new country brings exciting opportunities, but it also introduces unique challenges, especially when it comes to estate planning. If you’re a new Canadian with property in another country, understanding how to manage your assets and ensure your wishes are respected can be complex. Join us for a webinar tailored to address the specific needs of new Canadians. By the end of this session, we hope you will better understand how to navigate the complexities of estate planning across borders and protect your global assets.

April 8th, 2025
7:00pm Eastern/4:00pm Pacific
Mary-Lynn Huizinga

Honouring the Past, planning for the Future: A webinar for those who have lost a Spouse

Losing a spouse is an incredibly difficult experience, and navigating the challenges of estate planning during this difficult time can be overwhelming. That’s why our partner at Advisors with Purpose will be leading a compassionate and informative webinar designed to support those who have lost a spouse in managing their estate planning needs. Their advisors will cover essential topics such as updating wills, revising beneficiary designations, and understanding tax implications.

April 29th, 2025
8:00pm Eastern/5:00pm Pacific
Lorne Jackson

After the Faith Decision, all else is stewardship

Join us for a webinar hosted by our partners at Advisors with Purpose in which president of AWP, Lorne Jackson, will share about his personal journey, story of life, faith, grace, and learning generosity. He will explore how faith and finances are connected, highlighting the importance of prayer, careful thought, and wise decisions when setting and pursuing your financial goals.

May 22nd, 2025
8:30pm Eastern/5:30pm Pacific
Mary-Lynn Huizinga

Planning for the Unexpected: A Webinar for Parents

Life is full of uncertainties, and as parents, it’s crucial to be prepared for the unexpected and protect your family’s future. Join us for a webinar specifically designed for parents. In this webinar, our estate planning experts will review key strategies and tools every parent should know. Learn how to create a will, choose guardians for your children, and set up trusts to manage your assets. We’ll also discuss the importance of powers of attorney and healthcare directives to ensure your wishes are followed if something happens to you.

June 19th, 2025
8:30pm Eastern/5:30pm Pacific
Mary-Lynn Huizinga

Children with exceptionalities: Safeguarding their Future

Planning for the future of children with exceptionalities requires careful thought and specific knowledge. Our partners at Advisors with Purpose are hosting a webinar designed to help parents and guardians understand the essentials of estate planning for children with special needs. You’ll learn about setting up special needs trusts, choosing the right guardians, and making the most of government benefits. We’ll also cover the importance of having wills, powers of attorney, and healthcare directives that are tailored to children with exceptionalities.