Leaving a Legacy

Date: Tuesday, November 10
Time: 8:00 PM ET
Presented by: Mary Lynn Huizinga

No two families look exactly alike and estate planning should reflect that.

For many Canadians, family relationships are layered and beautifully complex. There may be second marriages, stepchildren, aging parents, adult children, grandchildren, shared properties, family businesses, caregiving responsibilities, or loved ones with unique financial or personal needs. But when estate plans don’t fully reflect those realities, misunderstandings, conflict, and unintended outcomes can happen far too easily.

This practical and compassionate webinar explores estate planning for today’s families including blended families, common law relationships, multi-generational households, caregiving situations, and other unique family dynamics that require additional care and clarity. Whether your situation is simple or complex, this session will help you think more intentionally about the people you love and the legacy you hope to leave behind.

Click here to register for this free webinar.

Date: Wednesday, November 25
Time: 3:00 PM ET
Presented by: Lorne Jackson

Charitable giving can be one of the most powerful tools within an estate plan when approached strategically. This is a practical webinar focused on how to integrate philanthropy into your overall financial and estate planning strategy. This session will explore how individuals and families can structure charitable giving in ways that maximize impact, support long-term priorities, and align with broader family and financial objectives. We’ll discuss key planning tools including charitable bequests, trusts, donor-advised funds, insurance strategies, and tax-efficient giving options, along with how these tools can be used to create flexibility, clarity, and long-term philanthropic impact.

Whether you are considering a future legacy gift, supporting multiple charitable interests, or looking for more intentional ways to incorporate giving into your estate plan, this webinar will provide practical insight into building a philanthropic strategy that is both meaningful and effective

Click here to register for this free webinar.

Date: Tuesday, January 12
Time: 8:00 PM ET
Presented by: Lorne Jackson

Being named an executor is an important responsibility — and one many people feel completely unprepared for. Who should you choose? What exactly does an executor do? What happens if they live far away, feel overwhelmed, or don’t know where to begin? How can you help make the role easier for them long before it’s ever needed? In this webinar, we’ll walk through the role of an executor in Canada in simple, understandable terms. Whether you are preparing your own Will, updating an existing plan, or have recently been asked to serve as an executor for someone else, this session will help bring clarity and confidence to the conversation.

We’ll explore how to thoughtfully choose an executor, what responsibilities they carry, common challenges families face, and the simple steps that can make the process smoother for everyone involved. And here’s the important part: If you already have an executor — or are considering someone for the role — invite them to come with you. This webinar is designed not only for the person creating the plan, but also for the person who may one day carry it out. It’s an opportunity to start important conversations early, ask questions together, and ensure everyone feels informed and prepared.

Click here to register for this free webinar.

Date: Tuesday, January 26
Time: 8:00 PM ET
Presented by: Abraham Somavarapha

As Catholics, we are called to think differently about what we own, how we live, and the legacy we leave behind. Our lives are not measured simply by what we accumulate, but by how we love, serve, give, and care for others. The decisions we make about our finances, our families, and our future can become meaningful expressions of our faith and values even long after we are gone. This thoughtful and encouraging webinar explores generosity, legacy, and estate planning through a Catholic lens. Together, we’ll look at how faithful planning can help us care well for our families, support the ministries and causes we believe in, and leave behind a legacy rooted not only in possessions, but in purpose, compassion, and hope.

Click here to register for this free webinar.

Date: Wednesday, February 10
Time: 3:00 PM ET
Presented by: Lorne Jackson

For many families, estate planning doesn’t end once a will is completed. As assets grow and circumstances evolve, more advanced planning may be needed to address registered investments, trusts, vacation properties, digital assets, tax considerations, and multi-generational goals. This webinar is designed for individuals who want to strengthen, refine, and build on their current will or plan. This session will explore advanced estate planning strategies that can help provide greater clarity, flexibility, and protection for both families and executors.

We’ll discuss planning considerations for RRSPs, TFSAs, secondary properties, trusts, digital assets, and executor responsibilities, along with strategies that can help preserve value, reduce future complications, and better align your estate plan with long-term family and financial objectives. Whether your existing plan needs updating or you are looking to take a more strategic approach to your legacy planning, this webinar will help you strengthen your estate plan with greater confidence.

Click here to register for this free webinar.

Date: Thursday, October 29
Presented by: Abraham Somavarapha

You want your giving to make a difference.

But figuring out the smartest, simplest, and most effective way to give can sometimes feel surprisingly complicated. What is a donor-advised fund exactly? How does it work? Is it only for wealthy families? And why are more Canadians choosing this approach for charitable giving? In this webinar, we’ll unpack everything you need to know about donor-advised funds (DAFs) in Canada —without the jargon or complexity.

We’ll explore how donor-advised funds work, the flexibility and tax advantages they can offer, and how they can help individuals, families, and business owners give more intentionally over time. Whether you’re supporting your church, favourite charities, community organizations, or causes you care deeply about, this session will help you understand how a foundation-style approach to giving can simplify generosity and create lasting impact.

(The webinar recording will be posted soon!)

 

Date: Thursday, October 13
Presented by: Lorne Jackson

You created your will when your children were young, your priorities were different, and life looked very different than it does today. But if your children are now adults and your estate plan hasn’t been revisited in years, it may be time to take another look. This webinar explores why estate plans should evolve alongside your family. As children grow older, relationships shift, assets change, responsibilities expand, and new questions often emerge around executors, powers of attorney, inheritances, family communication, aging parents, blended families, and long-term planning goals.

This session will help you understand when an estate plan should be reviewed, common areas families overlook after children become adults, and how to approach planning conversations with grown children in healthy and productive ways. We’ll also discuss practical updates that may help reduce future confusion, protect family relationships, and ensure your current wishes are clearly reflected in your documents.

(The webinar recording will be posted soon!)

 

Date: Thursday, October 1
Presented by: Lorne Jackson

Many people assume that if something unexpected happened, their spouse or adult children would automatically be able to make decisions for them. In reality, that is often not the case. Questions around powers of attorney and living wills are some of the most misunderstood parts of estate and personal planning. People are often unsure what these documents actually do? When they come into effect? Who should be chosen? What authority they give? And what can happen if they are missing or outdated?

In this practical 30-minute webinar, we’ll explore the important role powers of attorney and healthcare directives play in protecting both you and your family during illness, incapacity, emergencies, or later stages of life. It’s about making your wishes known, reducing stress for loved ones, and ensuring trusted people are able to help when needed most. Whether you are creating these documents for the first time or reviewing older plans, this session will help bring clarity and confidence to an area many people avoid simply because they don’t fully understand it.

(The webinar recording will be posted soon!)

 

Date: Tuesday, September 15
Presented by: Mary Lynn Huizinga

Most of us organize our closets, label our photos, and save recipes for the people we love but very few of us prepare the things our family will actually need when life suddenly changes. This warm, practical, and surprisingly encouraging webinar will walk you through creating a simple “Goodbye Box”. It is a place to gather the important documents, information, wishes, and personal details your loved ones would otherwise be left searching for during one of the hardest moments of their lives. More than paperwork, this is about peace of mind. It’s about making things easier for the people you love most. Whether you’re just getting started with estate planning or simply want to feel more prepared, this session will help you take meaningful steps with clarity, care, and confidence. Because one of the greatest gifts you can leave your family is less stress and more.

Click here to watch the webinar recording.

 

Date: Tuesday, June 16
Presented by: Mary Lynn Huizinga

Family life can be rich, meaningful—and messy. Whether you’re navigating estranged relationships, supporting aging parents, caring for children with exceptional needs, or facing family tension, estate planning can feel overwhelming. This free webinar, hosted by Mary Lynn Huizinga and our partners at Advisors with Purpose, offers practical and compassionate guidance for those navigating real-world family dynamics.

Click here to watch the webinar recording.

 

Date: Wednesday, May 27, 2026
Presented by: Lorne Jackson and Mary Lynn Huizing

Legacy isn’t a distant idea—it’s something you’re shaping with every decision, every act of generosity, and every conversation. This free webinar, Legacy in Motion, hosted by Lorne Jackson and Mary Lynn Huizing and our partners at Advisors with Purpose, was created to help you consider how your values and generosity today can create meaningful impact for years to come.

Click here to watch the webinar recording.

 

Date: Wednesday, April 29, 2026
Presented by: Abraham Somavarapha

As a new Canadian, estate planning might feel complicated—especially if you still have family, responsibilities, or property in another country. This free webinar hosted by Abraham Somavarapha and our partners at Advisors with Purpose was created specifically for immigrants to Canada. It helps you understand the essentials so you can confidently plan your legacy and take care of what matters most.

Click here to watch the webinar recording.

 

Date: Thursday, March 26, 2026
Presented by: Mary Lynn Huizinga

Estate planning isn’t just about preparing documents—it’s about creating a plan that reflects your life, protects the people you care about, and honors the values you want to pass on. This webinar was designed to help you get your affairs in order with care, clarity, and confidence.

Click here to listen to the webinar recording.

Date: Thursday, February 26
Presented by: Lorne Jackson

If you think you’ve already covered the basics of estate planning, it’s time to think deeper. From handling RRSPs and vacation properties to navigating trusts and digital assets, advanced estate planning ensures your legacy is protected and clearly communicated. This free, one-hour webinar hosted by Lorne Jackson and our partners at Advisors with Purpose was designed for individuals who want to fine-tune their plans and account for the complexities of today’s assets and responsibilities.

Click here to listen to the webinar recording.

Date: Tuesday, February 17
Presented by: Abraham Somavarapha

If you think wills are only for the wealthy or the elderly, you’re not alone—but you’re also not quite right. Whether you’ve just started your career, gotten married, had a child, have some savings or investments or bought your first home, having a will is one of the smartest and most responsible things you can do.

Click here to listen to the webinar recording.

Date: Tuesday, January 27
Presented by: Chantel Gibbs

As a business owner, your company is more than a source of income—it’s a major part of your legacy. Whether you’re running a family enterprise, managing a growing company, or thinking about the next generation, estate planning is a critical step in protecting what you’ve worked so hard to build. This one-hour webinar hosted by Chantel Gibbs and our partners at Advisors with Purpose is designed to help small and medium-sized business owners plan wisely for the future.

Click here to listen to the webinar recording.