Estate & Legacy Planning – Demystifying Legal & Insurance Matters

Estate and legacy planning often raise complex questions – including taxes, succession, and the protection of loved ones. Life insurance provides the continuity families and businesses need, ensuring financial stability today and a smoother transition tomorrow. It also serves as a legacy tool, preserving wealth, equalizing inheritances, and creating opportunities to pass on values and assets. This session will show how insurance strategies simplify challenges while safeguarding peace of mind and what matters most.

Event Description:

• Family and Business Continuity
• Preserving Wealth and Funding Your Estate
• Creating Your Legacy and Protecting Your Wishes
• Surviving Complex Challenges

✨ Join us and take the first step toward designing a future that works for you.

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EVENT #1 - IN-PERSON

🗓 Date: Thursday, January 15
🕕 Time: 2:00 PM to 4:00 PM
📍 Location: Aberthau Mansion, 4397 W2nd Ave. at NW Marine Dr., Vancouver – West Point Grey Community Centre
➡️ Seating is LIMITED.

Agenda

This live, in-person, two-hour session includes:

2:00 - 3:45 PM: Expert Presentations

3:45 - 4:00 PM: Live Q&A

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EVENT #2 - ONLINE via ZOOM

Agenda

The live 90-minute online session is an encore presentation that features the same material delivered by the same speakers as our in-person event on Thursday.

🗓 Date: Saturday, January 24
🕕 Time: 10:00 to 11:30 AM
📍 Location: Online via Zoom
➡️ Seating is UNLIMITED.

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Guest Speakers: (in alphabetical order)

Don Woods, Truvera Trust Co., Chief Executive Officer

Elyssa Lockhart, MLT Aikins LLP– Estate Planning Lawyer specializing in trusts, estates, and legacy planning,

Kevin Campbell, Onyx Law – Estate Planning Litigator specializing in trusts, estates, and legacy planning,

Jess Brown, Financial Confidence – Insurance Specialist for multi-generational business transitions, estate, and legacy planning,

Event Creator & Co-host:

Paige Brettle:
Trauma of Money Certified Financial Advisor and Certified Health & Sickness Insurance Specialist

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