Free Webinar: Planning for Aging

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To view the full presentation, visit our Video and Presentations page.

Presenters and topics covered in this webinar:

Patrick Fontaine, Wills and 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.

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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.

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Portfolio Manager, CrossPoint Financial – iA Private Wealth Inc.

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.

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