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Market and Investment Insights

Join us on June 15, 2022 from 12 p.m. – 1 p.m. for a free webinar

Planning for Aging:

Your Legal and Financial Foundations for the Aging Years

We are all living longer, with a significant likelihood of some reduction in our ability to operate independently. Planning for unplanned situations and life transitions has become necessary. How do you prepare for unexpected situations and ensure your advocates understand and respect your wishes?

This webinar introduces the Advocacy in Aging planning framework, emphasizes the importance of up-to-date wills and powers of attorney, and discusses financial foundations for the aging years to help you plan for your future with confidence and peace of mind.

Webinar Details

Date:  June 15, 2022
Time: 12 p.m. – 1 p.m. ET

Presenters:

Brent Vandermeer
Managing Partner, Portfolio Manager
CrossPoint Financial | iA Private Wealth
Managing Partner of CrossPoint Financial

Brent discusses the importance of having a financial plan, key benefits of a plan, including tax efficiencies, and the impact of a team approach to make sure nothing is overlooked.

Marc Séguin
Author of Advocacy in Aging and speaker

Marc introduces the Advocacy in Aging planning framework, allowing all to live aging years with peace of mind, knowing affairs are well organized and ready for transition to trusted advocates.

Patrick Fontaine
Wills & Estates Lawyer at Merovitz Potechin LLP

Patrick emphasizes the importance of proper estate plans, including up-to-date wills & powers of attorney, to ensure that your wishes are followed, your loved ones are taken care of, and your legacy is preserved.