Advisors with Purpose Webinars

Knox College is now partnering with Advisors with Purpose. They are part of the family at Financial Discipleship Canada, and they offer planned giving specialists who can help you think through your estate decisions and help you create a plan for your Will that reflects your life, faith, and values.

Although nearly 60% of families have done little to no planning for their Wills, it’s never too late to start. Perhaps you do have a Will, but you aren’t sure if it is up to date and complete. Families and circumstances change, and your Will must reflect those changes. Making decisions about your executor, discovering options for transferring your assets to your children or heirs in a way that is best for both of you, planning for the tax implications of registered assets, investment properties, cottage, or cabin, considering the opportunity of leaving charitable gifts in your Will are all part of good planning. Good planning allows us to be as thoughtful and good managers of our resources when passing them over as we were when alive and well.

The Estate Specialists at Advisors with Purpose are available to discuss your unique situation and can help you create a fully personalized estate plan. There will be no cost or obligation to you for this service, no one will try to sell you anything and none of your personal financial information will be shared with us.

We look forward to sharing more about Advisors with Purpose and their services over the next while but If you would like to take advantage of this free, no obligation, service right away, simply contact Advisors with Purpose at plan@advisorswithpurpose.ca to schedule an appointment.

2026-2027 Webinars and Links 

Webinars for the 2026/2027 Season

September 15, 2026 – 8:00 PM ET

The Box the Family Will Thank You For
Mary Lynn Huizinga

Most of us organize our closets, label our photos, and save recipes for the people we love, but very few of us prepare the things our family will actually need when life suddenly changes.

This warm, practical, and surprisingly encouraging webinar will walk you through creating a simple “Goodbye Box.” It is a place to gather the important documents, information, wishes, and personal details your loved ones would otherwise be left searching for during one of the hardest moments of their lives.

More than paperwork, this is about peace of mind. It’s about making things easier for the people you love most. Whether you’re just getting started with estate planning or simply want to feel more prepared, this session will help you take meaningful steps with clarity, care, and confidence.

Because one of the greatest gifts you can leave your family is less stress and more certainty.

Registration Link:
https://events.zoom.us/ev/AmKh5j09tDdWNQcSc1tUZbhfvZ4nJIXQT2RXV9r_iK789tIfN1HX~AtfUHaXrvzjaJ5DGLMl-piJG-8YkWdKN7FSDMifPTBFAPWpmYUPZohGVAQ

October 1, 2026 – 12:00 PM ET (30 Minutes)

When Someone Else Needs to Speak for You
Lorne Jackson

Many people assume that if something unexpected happened, their spouse or adult children would automatically be able to make decisions for them. In reality, that is often not the case.

Questions around powers of attorney and living wills are some of the most misunderstood parts of estate and personal planning. People are often unsure what these documents actually do, when they come into effect, who should be chosen, what authority they give, and what can happen if they are missing or outdated.

In this practical 30-minute webinar, we’ll explore the important role powers of attorney and healthcare directives play in protecting both you and your family during illness, incapacity, emergencies, or later stages of life.

It’s about making your wishes known, reducing stress for loved ones, and ensuring trusted people are able to help when needed most. Whether you are creating these documents for the first time or reviewing older plans, this session will help bring clarity and confidence to an area many people avoid simply because they don’t fully understand it.

Registration Link:
https://events.zoom.us/ev/Ap_DTn5VGKYjyGNhSbE192XE_KKRhjw4StZP5Qa6RcG6w5KqNzmE~Ai8qyx-tM6dxuFeyspMG54QCyAyoUiqrY-QC8PddQaiJ92BkRaHun-qtbQ

October 13, 2026 – 8:00 PM ET

It Might Be Time: Updating Your Estate Plan for a New Stage of Life
Lorne Jackson

You created your will when your children were young, your priorities were different, and life looked very different than it does today. But if your children are now adults and your estate plan hasn’t been revisited in years, it may be time to take another look.

Join us to explore why estate plans should evolve alongside your family. As children grow older, relationships shift, assets change, responsibilities expand, and new questions often emerge around executors, powers of attorney, inheritances, family communication, aging parents, blended families, and long-term planning goals.

This session will help you understand when an estate plan should be reviewed, common areas families overlook after children become adults, and how to approach planning conversations with grown children in healthy and productive ways.

We’ll also discuss practical updates that may help reduce future confusion, protect family relationships, and ensure your current wishes are clearly reflected in your documents.

Registration Link:
https://events.zoom.us/ev/AozpmUrMNU2Nl9yOXi-c3n9zFOytnJAHnF-2yj6ybSZrv3dtjstS~AmvkdyVwTkGssvAHNHbbVKKhfv3SE08Lhyuddxb7tlripKayGAu-kFA_KQ


October 29, 2026 – 12:00 PM ET (30 Minutes)

Giving Smarter: A Simple Guide to Donor-Advised Funds
Abraham Somavarapha

You want your giving to make a difference.

But figuring out the smartest, simplest, and most effective way to give can sometimes feel surprisingly complicated. What is a donor-advised fund exactly? How does it work? Is it only for wealthy families? And why are more Canadians choosing this approach for charitable giving?

In this webinar, we’ll unpack everything you need to know about donor-advised funds (DAFs) in Canada — without the jargon or complexity.

We’ll explore how donor-advised funds work, the flexibility and tax advantages they can offer, and how they can help individuals, families, and business owners give more intentionally over time.

Whether you’re supporting your church, favourite charities, community organizations, or causes you care deeply about, this session will help you understand how a foundation-style approach to giving can simplify generosity and create lasting impact.

Registration Link:
https://events.zoom.us/ev/Apt_owQIkZTUDYQbEjv58ykqSJ7-AkJURPiPWLFpfcD-eGJ-zMC5~AmsZuQPVBaeQ93VEC5_S5srJlQcSygQ8cHxhcua_M3wmH-sb-_bv6_JP6w


November 10, 2026 – 8:00 PM ET

Families, Futures & Estate Planning
Mary Lynn Huizinga

No two families look exactly alike, and estate planning should reflect that.

For many Canadians, family relationships are layered and beautifully complex. There may be second marriages, stepchildren, aging parents, adult children, grandchildren, shared properties, family businesses, caregiving responsibilities, or loved ones with unique financial or personal needs.

But when estate plans don’t fully reflect those realities, misunderstandings, conflict, and unintended outcomes can happen far too easily.

This practical and compassionate webinar explores estate planning for today’s families, including blended families, common-law relationships, multi-generational households, caregiving situations, and other unique family dynamics that require additional care and clarity.

Whether your situation is simple or complex, this session will help you think more intentionally about the people you love and the legacy you hope to leave behind.

Registration Link:
https://events.zoom.us/ev/AjwxS-2XkZnabHVGZ6YbhvsIRGnlSXEztgbpnILgTdx753_0mCaw~AuNmYT4dkQnZPHAoSIZOASOwS9l1d7edjqguh0uIX0RPemiJK1yPEswaUw


November 25, 2026 – 3:00 PM ET

From Investments to Impact: Building a Legacy Through Philanthropy and Estate Planning
Lorne Jackson

Charitable giving can be one of the most powerful tools within an estate plan when approached strategically.

This is a practical webinar focused on how to integrate philanthropy into your overall financial and estate planning strategy. This session will explore how individuals and families can structure charitable giving in ways that maximize impact, support long-term priorities, and align with broader family and financial objectives.

We’ll discuss key planning tools, including charitable bequests, trusts, donor-advised funds, insurance strategies, and tax-efficient giving options, along with how these tools can be used to create flexibility, clarity, and long-term philanthropic impact.

Whether you are considering a future legacy gift, supporting multiple charitable interests, or looking for more intentional ways to incorporate giving into your estate plan, this webinar will provide practical insight into building a philanthropic strategy that is both meaningful and effective.

Registration Link:
https://events.zoom.us/ev/Arabet9XZ8Wyp8MkBegSwvI_nXcUW-07bCRudsFS4OW5W7lIMCNM~AmwLlWZLFzPhXIyxX2UfDA3LDqg1l48qnuErB4TBdqwvuKAZaHXJM08Fhg

January 12, 2027 – 8:00 PM ET

The Executor Conversation
Lorne Jackson

Being named an executor is an important responsibility — and one many people feel completely unprepared for.

Who should you choose? What exactly does an executor do? What happens if they live far away, feel overwhelmed, or don’t know where to begin? How can you help make the role easier for them long before it’s ever needed?

In this webinar, we’ll walk through the role of an executor in Canada in simple, understandable terms. Whether you are preparing your own Will, updating an existing plan, or have recently been asked to serve as an executor for someone else, this session will help bring clarity and confidence to the conversation.

We’ll explore how to thoughtfully choose an executor, what responsibilities they carry, common challenges families face, and the simple steps that can make the process smoother for everyone involved.

And here’s the important part: If you already have an executor — or are considering someone for the role — invite them to come with you. This webinar is designed not only for the person creating the plan, but also for the person who may one day carry it out.

It’s an opportunity to start important conversations early, ask questions together, and ensure everyone feels informed and prepared.

Registration Link:
https://events.zoom.us/ev/At44P3HqBRBo_B_fynFHu2osz40yLL8WdPMuDGBawLAAVQHwYcDp~Aguy-pdQlgbzxoNLxsBHBNOGGON3aX1k2JHXekqw7_4GKy_JXlhn4zaLug


January 26, 2027 – 7:00 PM ET

Leaving More Than an Inheritance: Generosity, Legacy, and Faithful Planning from a Catholic Perspective
Abraham Somavarapha

As Catholics, we are called to think differently about what we own, how we live, and the legacy we leave behind.

Our lives are not measured simply by what we accumulate, but by how we love, serve, give, and care for others. The decisions we make about our finances, our families, and our future can become meaningful expressions of our faith and values even long after we are gone.

This thoughtful and encouraging webinar explores generosity, legacy, and estate planning through a Catholic lens.

Together, we’ll look at how faithful planning can help us care well for our families, support the ministries and causes we believe in, and leave behind a legacy rooted not only in possessions, but in purpose, compassion, and hope.

Registration Link:
https://events.zoom.us/ev/AhiiOdJw0onY5IAq73KPPZ_vUmBToBIS3g7GSffYV_aMcKJZ36eX~Arsc982S0BFellCcDmjRuymw_XzXWTRQpvzo49rZv8ERMXLNT2FHx4te3Q


February 10, 2027 – 3:00 PM ET

Strengthening Your Estate Plan: Advanced Planning Strategies
Lorne Jackson

For many families, estate planning doesn’t end once a will is completed.

As assets grow and circumstances evolve, more advanced planning may be needed to address registered investments, trusts, vacation properties, digital assets, tax considerations, and multi-generational goals.

This webinar is designed for individuals who want to strengthen, refine, and build on their current will or plan.

This session will explore advanced estate planning strategies that can help provide greater clarity, flexibility, and protection for both families and executors.

We’ll discuss planning considerations for RRSPs, TFSAs, secondary properties, trusts, digital assets, and executor responsibilities, along with strategies that can help preserve value, reduce future complications, and better align your estate plan with long-term family and financial objectives.

Whether your existing plan needs updating or you are looking to take a more strategic approach to your legacy planning, this webinar will help you strengthen your estate plan with greater confidence.

Registration Link:
https://events.zoom.us/ev/Ao_u5Komizq4Uvp1NbhTlvpgMJ7pvsbyp9_EVyQNRWWsI1Y2FCh4~AoseIphS2GZKW1N4bz7kjwEsvZmELGfpkpm6o8DBsQepCe2Ktrpf-vTQzQ


February 23, 2027 – 8:00 PM ET

Beyond Borders
Ray Atallah

In today’s world, many Canadian families have lives that stretch far beyond one country.

Maybe you own a vacation property abroad. Perhaps you were born in another country and still have assets or family there. Maybe you hold dual citizenship, have investments outside Canada, or expect to inherit property internationally.

But when it comes to estate planning, having connections in more than one country can create unexpected complexity.

Will your Canadian Will apply everywhere? Do you need multiple Wills? How are foreign properties taxed or transferred? What happens if your executor has to deal with laws in more than one country?

This webinar will explore the key considerations of cross-border estate planning from a Canadian perspective.

We’ll discuss common issues families face, the risks of incomplete planning, and the steps that can help protect your family, simplify administration, and avoid costly complications later on.

Whether your international ties are simple or complex, this session will help you better understand the questions you should be asking now — before your family is left trying to sort it out later.

Registration Link:
https://events.zoom.us/ev/ApoFza2SNpdTHf173CLOOOvj7cBbAfUNlUvpGgfTMiXtgSX0Yi_Q~AucE3N8YukMwFLKtQIrewlG5eKVlxjH7IaTuHZ14bX5CDYY54iHSPYUPCw

Knox College educates people to think deeply about God, live authentically in Christian faith, and lead courageously in shifting spiritual and social landscapes. Since its founding in 1844, Knox College has equipped and empowered graduates for Christian ministry.

Today in a world where many people are hurting, and church membership is declining, Knox’s vision feels more important than ever. Let’s work together to create a world where people of faith build vibrant communities of God’s love and hope. One way you can help is by remembering Knox College with a legacy gift.

A charitable gift through your estate – often referred to as a legacy gift – can make a tangible difference in the church and our society.

Leave a Lasting Legacy

Estate Giving Guide Download Access

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Gifts by Will

You may leave your legacy to Knox for its unrestricted use, direct that your gift be used for a special project or program, or have your gift endowed. The choice is yours. Download the Estate Giving Guide today or contact knox.advancement@utoronto.ca for more information on Estate Planning.

Gifts of Life Insurance

A gift of life insurance may offer you great flexibility in supporting Knox College. Download the Estate Giving Guide today or contact knox.advancement@utoronto.ca for more information on Estate Planning.

Registered Retirement Funds

A Registered Retirement Savings Plan (RRSP) or a Registered Retirement Income Fund (RRIF) can be a large portion of your accumulated assets. Download the Estate Giving Guide today or contact knox.advancement@utoronto.ca for more information on Estate Planning.

Will you become part of the Knox College Legacy Circle?

The Legacy Circle is Knox’s way to gratefully acknowledge, either publicly or privately, those who have remembered the College in their estate plans with a bequest or some other type of legacy gift. Will you join us? Download Knox’s Estate Giving Guide today!

Thank you for your continued support.