This March, Advisors with Purpose, the diocese’s estate planning partners, are hosting two free webinars that may be helpful as you consider your finances.
*The Good, the Bad & the Ugly of Estate Planning - John Kok CFP, RRC, CEA, CKA, MTS
When: March 21 at 8:30pm Eastern
In this educational and entertaining webinar brought to you by our partners at Advisors with Purpose, we will look at three examples that reflect the good, the bad, and the ugly of estate planning. Please join us as John explains what typically happens when your average Canadian passes away. This will include a review of the high costs, how you can minimize those costs, and how to best afford those costs.
Link to register https://calendly.com/awpwebinar/good-bad-ugly-of-estate-planning-march-21
*Estate Planning with a Kingdom Mindset: How to Leave a Legacy that Reflects Your Faith and Values - Lorne Jackson
When: March 26, 2024, 7:00pm Eastern
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. Our partners at Advisors with Purpose are hosting a 45-minute webinar 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.
Link to register https://calendly.com/awpwebinar/estate-planning-kingdom-mindset-mar-26
Who are Advisors with Purpose?
The Archdiocese of Halifax - Yarmouth has partnered with ADVISORS with 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 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.
Estate Planning
The Archdiocese of Halifax - Yarmouth has partnered with ADVISORS with 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
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Development Contact
Melissa Lunn
(902) 429-9800 ext 309