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Free Webinars from Advisors with Purpose

At the end of  May, Advisors with Purpose, the diocese’s estate planning partners, are hosting a couple of free webinars titled: The Joy of Generosity – the what, why, and how of planned giving (May 25) and Your Will and the Next Generation and Estate Planning for Senior Adults  (May 30):

  • The Joy of Generosity: the what, why and how of planned giving – with Lorne Jackson and Abraham Somovarapha

When: May 25 at 7:00pm Eastern

You've seen the ads, read the stories and watched the commercials about legacy giving but are unsure what it means and how it's done and whether it is the right thing to do. In this webinar hosted by our partners at Advisors with Purpose, two advisors of different generations will answer those questions and explain the difference your generosity can make not only for the recipients but for you as well.  

Link to Register https://calendly.com/awpwebinar/the-joy-of-generosity-may-25

  • Your Will and the Next Generation -  with Lorne Jackson and Sherri Harper

When: May 30 at 8:00pm Eastern 

Many of us want to leave a legacy for the next generation. We share our faith, love, experience, and encouragement.   A well-crafted will can also be part of that lasting and meaningful legacy. When you plan thoughtfully and strategically, you can give your loved ones more than just money: you can teach them about generosity, responsibility, financial accountability, and wise tax planning. In this webinar hosted by our partners at Advisors with Purpose, you will hear one family's experience with passing on a legacy of good financial stewardship, including money management, debt, and living generously, and the strategies that are available to you as well. "    They will discuss RRSPs, vacation properties, trusts, talking to your family, choosing an executor, living wills/personal directives, charitable giving, and powers of attorney.  What a wonderful gift this would be for your family and the next generation.

Link to Register https://calendly.com/awpwebinar/your-will-and-the-next-generation-may-30

Estate Planning

The Archdiocese of Halifax - Yarmouth has partnered with ADVISORS Advisors with purposewith Purpose to offer you the opportunity to work with an Estate Advisor who can help you think through your decisions regarding your estate, and create for you a unique Estate Plan for your will that reflects your life, faith and values. These services are free to you, fully confidential, there is no obligation and we promise that no one will sell you anything.

To get started, click here to schedule an appointment with an advisor