Previous Sessions

If you missed any of our sessions, you can watch the recordings here:

Income Tax Considerations for Seniors & Families

Presented by MNP

 Income tax rules are complicated and difficult to navigate. We welcome seniors and their families to join this session to learn more about considerations regarding income taxes and benefits available for seniors, and planning for taxation on death to optimize tax planning and provide peace of mind.

Watch the recording here: https://attendee.gotowebinar.com/recording/1954448301401661704 

Tax_Considerations_for_Seniors_2021

Navigating Your Way Through the Continuing Care System

Presented by Lynn Haugen, Executive Director of Care, Shepherd’s Care Foundation

Does the Continuing Care System seem complex and overwhelming? In this seminar, speakers will provide clarity around the different levels of Care (Independent, Supportive, Continuing Care), the assessment process, Home Care, family dynamics, options and support for aging at home, personal directives, and more.

Watch the recording here: https://attendee.gotowebinar.com/recording/7666634407452502541 

Continuing_Care_Resources

Relocation_Stress_Syndrome

Live Life Prepared: Pre-Funeral Planning

Presented by Serenity Funeral Service

Taking a little time to prepare now while you can explore funeral options and flexible payment plans will reduce the stress on your family at a very difficult time. Reducing taxes, having a proper will, and estate planning are also part of the topics to be discussed.

Watch the recording here: https://attendee.gotowebinar.com/recording/4325155898013970434

Handouts:

Guaranteed Travel Assurance Plan

Serenity_Preplanning_Presentation_Package

Wills & Estates Planning Essentials

Presented by McLennan Ross LLP

Learn more about Wills, Powers of Attorney, and Personal Directives, as well as the practical considerations that should go into every estate plan to avoid family conflicts, excess taxes, and expensive litigation.

Watch the Recording here: https://attendee.gotowebinar.com/recording/149796775727980801 

Handouts:

McLennan_Ross_Wills_and_Estates_Essentials_Presentation_to_SCF

Notice To Residents of Vanguard, Barrhead, Greenfield, Kensington, Millwoods and Eden House:

Effective September, all activity calendars and menus will be posted to your Cubigo account. If you have not yet received an invite to create a free account, please email cubigo@shepherdscare.org