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Where There’s a Will There’s a Way: Planning Your Finances to Maximize the Benefit to Your Loved Ones and the Causes you Support

May 5 @ 7:30 pm - 8:30 pm

Have you ever wondered what would happen to the people you love if you don’t have a will at all, or if you don’t revise your financial plans after major life changes?

We are offering a free one-hour webinar on how your goals for your loved ones and your values can be reflected in your financial plans for your future whether you have a family, you’re single, or you have relationships that are complicated. 

Learn how to make sure more of your money and property goes to those you love and the causes you want to continue to thrive – while lowering your taxes. You don’t want your family left with a confusing mess that requires expensive lawyers and court fees. That’s why we have organized this session for you!

This is particularly important for your peace of mind if you have:

  • loved ones who are young, aging, have disabilities, or may need long term care
  • complications because you are divorced, remarried, or are single (with or without dependents)
  • not been legally married to your partner, especially if you are in a same-sex relationship 
  • a vacation home, art, stock market investments, pension, RRSP, RRIF, life insurance, collectibles, Israel Bonds, or other valuable possessions
  • life insurance originally meant to protect children who are now grown or a partner who is gone
  • wondered how you could leave money for those you care about even though you don’t have much now
  • inherited from others and want to continue the legacy
  • problematic relations with family and friends that require special arrangements about their inheritances 
  • struggled with the spiritual, emotional, and psychological challenges of a world with unequal wealth, and how you might make a difference after you have gone
  • strong feelings about who should – or should not – control your assets 
  • questions about how to make the best decisions now for an uncertain future

Join two DJC members, Robin Goodman (Vice-President Insurance, Trust, and Estate Planning with RBC) and Sheri Cohen (Social Worker, Community Activist, Philanthropist) for a discussion of the advantages to you, your heirs and your community of good estate planning, and perhaps making the DJC a beneficiary. Session moderated by DJC member Ken Wyman (Author, Consultant, and Professor Emeritus). 

REGISTER NOW to receive your Zoom link via email by clicking here. If you have any questions, please contact Ken.Wyman@gmail.com.

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Date:
May 5
Time:
7:30 pm - 8:30 pm
Event Category:
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