Leaving a Legacy

Date: Tuesday, September 30
Time: 7:30 PM ET
Presented by: Lorne Jackson

Thinking about creating a will or getting your affairs in order, but not sure where to begin? You’re not alone—and you don’t have to navigate it alone either. Join us for Wills Made Simple: A Beginner’s Guide to Estate Planning, a free, one-hour webinar designed and hosted by our partners at Advisors with Purpose to help you take the first step with clarity and confidence. This friendly and informative session will cover:

• How to create a will without getting overwhelmed by legal terms
• Tax strategies that can help protect your assets
• Planning for your family’s future with care
• Leaving a legacy through charitable giving
• How to approach end-of-life decisions with thoughtfulness and dignity

Click here to register for this free webinar.

Date: Wednesday, October 15
Time: 3:00 PM ET
Presented by: Lorne Jackson

Retirement brings a new season of freedom—and important new questions. What happens to your RRSP or TFSA when you pass? Should you give a gift to your grandchildren now or later? How do you handle your vacation property or the family home in a way that’s fair and wise? What if long-term care becomes necessary? This free webinar, hosted by Advisors with Purpose and presented by Lorne Jackson, is designed for those in retirement who want to ensure their estate plan is current, strategic, and aligned with their values. In this session, we’ll explore:

• What to do with your RRSPs, RRIFs, and TFSAs
• Handling vacation properties, the family home, and capital gains
• Gifting to grandchildren: smart and tax-efficient approaches
• Planning for long-term care and incapacity
• How life insurance fits into your estate plan
• Leaving stocks, shares, or business assets wisely
• Making sure your Will and Powers of Attorney still reflect your goals

Click here to register for this free webinar.

Date: Wednesday, October 29
Time: 8:30 PM ET
Presented by: Mary Lynn Huizinga

Whether you’re building your career, caring for your family, living independently, or navigating retirement, planning ahead is one of the most powerful steps you can take. Yet estate planning often overlooks the unique financial, family and legacy roles women play. Join us for a free, one-hour webinar hosted by Mary Lynn Huizinga and our partners at Advisors with Purpose and created specifically for women who want to take control of their legacy with clarity and confidence. This informative and supportive session will explore:

• The essential documents every woman needs
• Planning as a single woman, partner, mother, caregiver, or retiree
• Financial and tax strategies tailored to women’s longer life expectancy
• Protecting your family and passing on your values
• How to choose the right executor and advocates for your wishes
• Leaving a legacy through charitable giving and personal values
• End-of-life decisions and how to prepare without fear

Click here to register for this free webinar.

Date: Tuesday, November 25
Time: 3:00 PM ET
Presented by: Abraham Somavarapha

Thoughtful giving doesn’t end in your lifetime—it can become one of the most enduring ways you shape the future. Join us for this webinar hosted by Abraham Somavarapha and our partners at Advisors with Purpose designed for individuals who are thinking seriously about how to align their estate plan with the causes and values that matter most to them.In this session, we’ll explore:

• Key estate planning tools for charitable giving
• How to structure gifts in your will or trust
• Ways to maximize impact while maintaining flexibility
• Planning strategies that align giving with family and financial goals
• The role of donor-advised funds, bequests, and charitable trusts
• How to communicate your giving intentions with clarity

Click here to register for this free webinar.

Date: Thursday, June 19
Presented by: Mary-Lynn Huizinga

Planning for the future of children with exceptionalities requires careful thought and specific knowledge. Our partners at Advisors with Purpose hosted this webinar designed to help parents and guardians understand the essentials of estate planning for children with special needs. In this webinar, you will learn about setting up special needs trusts, choosing the right guardians, and making the most of government benefits. It also covers the importance of having wills, powers of attorney, and healthcare directives that are tailored to children with exceptionalities.

Click here to listen to the webinar recording.

Date: Thursday, May 22
Presented by: Mary-Lynn Huizinga

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

Click here to listen to the webinar recording.

Date: Tuesday, April 29
Presented by: Lorne Jackson

This webinar, hosted by our partners at Advisors with Purpose in which AWP President, Lorne Jackson, shared about his personal journey, story of life, faith, grace, and learning generosity. He explored how faith and finances are connected, highlighting the importance of prayer, careful thought, and wise decisions when setting and pursuing your financial goals.

Click here to listen to the webinar recording.

Date: Tuesday, April 8
Presented by: Mary-Lynn Huizinga

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 conducted this compassionate and informative webinar designed to support those who have lost a spouse in managing their estate planning needs. This webinar covered essential topics such as updating wills, revising beneficiary designations, and understanding tax implications.
Click here to listen to the webinar recording.

Date: Tuesday, March 11
Presented by: Chantel Gibbs

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. This webinar is designed to help singles understand and navigate the estate planning process. Learn about key topics like drafting a Will, naming beneficiaries, and setting up powers of attorney. This webinar provides a clear idea of the steps you need to take to create a solid estate plan that fits your situation.

Click here to listen to the webinar recording.

Date: Thursday, February 27
Presented by: Abraham Somavarapha

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.

Click here to listen to the webinar recording.

Date: Tuesday, February 11
Presented by: Lorne Jackson

This webinar explores how to navigate challenging family dynamics with empathy and foresight. It discusses minimizing potential family conflicts and leaving a legacy of understanding and compassion. Watch this webinar recording to learn strategies to address unique situations, such as estrangement, succession planning, addictions, care for aging parents, co-owned property, and primary care for grandchildren.

Click here to listen to the webinar recording.

Date: Thursday, January 23
Presented by: Chantel Gibbs

This webinar 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.

Click here to listen to the webinar recording.

What was covered:
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 hosted 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.

Click here to listen to the webinar recording.

Date: Thursday, November 7
Presented by: Abraham Somavarapha

What was covered:
This webinar explained how you can protect your assets and healthcare choices if you’re unable to make decisions due to mental or physical challenges. Our partners at Advisors with Purpose reviewed topics such as creating powers of attorney, advance directives, and other key documents you may need. Watch the recording to learn how to prepare yourself with the knowledge and tools to protect your estate and ensure your wishes are followed, even during tough times.

Click here to listen to the webinar recording.

What was covered:
navigating family dynamics can be particularly tricky, given the diverse personalities, expectations, and communication styles that develop over time. These differences often contribute to conflicts and misunderstandings, especially during stressful or transitional periods. Our partners at Advisors with Purpose offered a 45-minute webinar specifically tailored for those grappling with or anticipating conflict in their Will planning process.

Click here to watch the webinar recording.

What was covered:
This webinar explored the legal, financial, and emotional advantages of estate planning and explained the process clearly and simply. It offered insights into how to protect your estate and leave a meaningful legacy. Discover how a Will can serve as a crucial tool to ensure that your assets are distributed according to your wishes, minimizing the potential for family conflicts and providing peace of mind for you and your loved ones.

Click here to watch the webinar recording.

What was covered:
Navigating Wills and Estates can be challenging for everyone. It can be complicated if you are new to Canada and are less familiar with the terminology and the requirements. We’d like to invite you to join us for a webinar hosted by our partners at Advisors with Purpose that will help you better understand and plan for your Will with special consideration to those who are first-generation Canadians.

Click here to watch this webinar recording.

Date: Wednesday, June 12
Presented by: Chantel Gibbs

What was covered:

What are the specific planning items for business owners, and why is it essential to have a plan? This might include a shareholder agreement to address the death, disability, dispute, divorce, or departure of a shareholder. It might include thinking through an exit plan ahead of time. Are there potential buyers of the shares, or will the business be wound up on death or retirement? A plan is critical. Our partners at Advisors with Purpose are hosting a webinar to help you better understand the options and processes.

Click here to to watch this webinar recording.

Planning your Will requires individual strategies depending on your life, your family, your finances, and your priorities. For women, it is vital that they understand the special considerations for them. Watch this webinar hosted by our partners at Advisors with Purpose which discusses the questions and concerns affecting women and their families and helps them shape their own legacies.

Click here to watch this webinar recording.

What was covered:

Are you struggling to align your financial and spiritual goals? Whether you want to reduce financial stress or cultivate a deeper understanding of Biblical financial principles, this webinar is for you. In this webinar, hosted by our partners at Advisors with Purpose, you’ll learn about the relationship between faith and finances and the importance of prayer, discernment, and godly wisdom when establishing and following your financial objectives.

Click here to watch this webinar recording.

What was covered:

Have you ever wondered how to align your faith and values in your Will or how to leave a legacy that makes a difference? It is possible. Watch this 45-minute webinar hosted by our partners at Advisors with Purpose that will help you consider how to plan a Will that looks after your loved ones, supports the charities you believe in, and communicates your faith and goals to those you leave behind.

Click here to watch this webinar recording.

In today’s fast-paced world, it’s easy to feel overwhelmed and uncertain about the future. Family dynamics can be challenging and complex. As family members interact with each other over time, they develop unique personalities, expectations, and communication styles. This can lead to conflicts and misunderstandings, especially during stress or change. If you are dealing with or anticipating conflict in the planning of your will watch this 45-minute webinar hosted by our partners at Advisors with Purpose. Learn how to mitigate any unforeseen challenges and create a plan that not only avoids conflict but helps encourage harmony.

Click here to watch the webinar recording.

This webinar discussed how to successfully navigate a financial system based on debt. In particular, it looked at personal and consumer debt: when it might be necessary, how to know when and what to do when it becomes unsustainable, and how we can manage our finances and still be faithful stewards. The financial systems intended to help can actually bring you further into debt, but there are solutions, and there is hope.

Click here to watch the webinar recording.

What was covered: 

Nearly 60% of families have done little to no planning, but it’s not too late to set up a plan. You may have a Will, but is it up-to-date and complete? Have you chosen a good executor, and are they prepared for the job? Have you considered options for transferring your assets to your children or heirs in a way that is best for all of you? Have you considered the tax implications of registered assets and plan for those? Have you considered leaving charitable gifts in your Will? Have you spoken to your family about your choices, and do they know your wishes? Watch this 45-minute webinar hosted by our partners at Advisors with Purpose for those who are retired and want to make sure they have everything in place so they can live fully without the worry of those critical decisions having to be made.

Click here to watch the webinar recording.