What will be your legacy? By thoughtfully planning your estate, you ensure that your values, passions, and dedication to your community continue to thrive even after you're gone. This is not just about securing your loved ones’ futures—it's about creating a lasting testament to your life's work and commitment to making the world a better place.
Attend this exclusive webinar to receive expert insights. This invaluable information will guide you toward crafting a legacy that reflects the heart and soul of who you are.
Date: Tuesday, March 25, 2025
Time: 7:00 p.m.
Location: Virtual (link will be emailed upon registration)
Have you thought about your estate plan? Do you know how to maximize your legacy's impact? Wondering about the tax implications of your estate? In this discussion you will get valuable insights and practical advice from our experts on planning your estate and maximizing the impact of your legacy for both your loved ones and community. Following the discussion, there will be a Q&A session for you to connect with our panelists and get answers to your most pressing questions.
Don't Miss Out! This webinar is a unique opportunity to engage with experts who can help you make the most of your estate planning.
Reserve your spot today:
William Yu
Manager, Legacy Giving
365-324-7627
legacy@hhsc.ca
Rick Goldring
Rick Goldring, a certified financial planner and chartered life underwriter, works with business owners and professionals in estate planning, tax minimization, and strategic philanthropy by creating solid wealth and risk management plans that maximize retirement income and legacy.
Elise Harrington
Elise Harrington is an associate lawyer at Simpson Wigle Law specializing in estate planning, trusts, and estate administration. She assists clients with preparing estate plans, drafting wills, trusts, and powers of attorney, preparing probate applications, and assisting with the administration of estates.
Jay Morrow
Jay Morrow is the assistant vice-president of Independent Distribution at Serenia Life Financial. With over two decades of diverse experience in the financial services sector, Jay Morrow has built a career that blends expertise with a deep commitment to client and community well-being.
Leigh Vyn
Leigh is a director of tax planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand the client’s specific goals and objectives, she brings her extensive expertise to help guide families through unique opportunities and challenges.
