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
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