September 19th, 2023
7:00pm Eastern/4:00pm Pacific
Lorne Jackson

OR

September 20th, 2023
6:00pm Eastern/3:00pm Pacific
Lorne Jackson

The Basics of Estate Planning: What You Need to Know to Get Started

Estate planning may not be the most glamorous topic, but it’s essential for anyone who wants to secure their assets and help their loved ones.

Please join us for this 45-minute webinar hosted by our partners at Advisors with Purpose that will help you understand the fundamentals of estate planning. It will cover everything from wills and powers of attorney to probate and taxes, providing you with the knowledge you need to make informed decisions about your estate.

Whether you’re just starting out or need to update your existing estate plan, this webinar is essential for anyone who wants to plan for their future and consider their legacy.

Click here to register – September 19

OR

Click here to register – September 20

October 1st, 2023
8:30pm Eastern/5:30pm Pacific
Chantel Gibbs

Not just your principal residence – planning well for investment properties

Planning for your principal residence may be simple, but perhaps you own a vacation property, a foreign property, a rental unit, undeveloped land, or other investment properties. How do you plan well for those in your Will? Our partners at Advisors with Purpose are hosting a webinar examining the tax implications and challenges of property ownership and how they can be best handled in your Will and Estate plan.

Click here to register

October 24th, 2023
8:00pm Eastern/5:00pm Pacific
Lorne Jackson & Mary Lynn Huizinga

Estate Planning – Giving you Peace of Mind

When it comes to all the to-dos in our life, getting our things in order and creating a Will tends to be one of the things we put off until another day. There are many reasons why we procrastinate, but we are often worried about some difficult decisions to make, and we aren’t sure where to go for help. When asked, people stated ‘Peace of Mind’ as the first benefit of completing their Will and Estate Plan. The satisfaction of knowing that a plan is in place, your Will is well designed, you have taken care of your loved ones, the hard decisions are made, and your Will reflects your goals and values can put your heart and mind at ease.

We invite you to join our partners at Advisors with Purpose for this one-hour webinar hosted by Lorne Jackson and Mary Lynn Huizinga. They will discuss several situations and topics of concern to many people and how you can plan well for them.

Click here to register

November 28th, 2023
8:00pm Eastern/5:00pm Pacific
Abraham Somavarapha

Estate Planning for Millennials: What You Need to Know

In the busyness of life, navigating the complexities of estate planning doesn’t seem like a priority. Still, if you have a family, a home, or savings, it is essential to have a plan and Will in place to protect your loved ones and safeguard your assets. Our expert advice and actionable tips will help you plan well and avoid common pitfalls affecting millennials. So why wait?

Please join us for this 45-minute webinar hosted by our partners at Advisors with Purpose. With Abraham at the helm, you can expect an entertaining and informative session that won’t put you to sleep. So what are you waiting for?

Click here to register