The Next Chapter: Estate Planning Essentials for Retirees – Lorne Jackson
October 15 @ 3:00 pm - 5:00 pm
Wednesday, October 15, 3:00pm ET – The Next Chapter: Estate Planning Essentials for Retirees – Lorne Jackson
Retirement brings a new season of freedom—and important new questions. What happens to your RRSP or TFSA when you pass? Should you give a gift to your grandchildren now or later? How do you handle your vacation property or the family home in a way that’s fair and wise? What if long-term care becomes necessary? This free webinar, hosted by Advisors with Purpose and presented by Lorne Jackson, is designed for those in retirement who want to ensure their estate plan is current, strategic, and aligned with their values. In this session, we’ll explore:
- What to do with your RRSPs, RRIFs, and TFSAs
- Handling vacation properties, the family home, and capital gains
- Gifting to grandchildren: smart and tax-efficient approaches
- Planning for long-term care and incapacity
- How life insurance fits into your estate plan
- Leaving stocks, shares, or business assets wisely
- Making sure your Will and Powers of Attorney still reflect your goals
Link to register: https://calendly.com/awpwebinar/october-15-2025