How Do You Take Care of You? Planning for Incapacity and Estates

How Do You Take Care of You? Planning for Incapacity and Estates

O události

Caring for ourselves and our loved ones can be overwhelming, but planning ahead doesn’t have to be! Join us for an insightful session focused on care, incapacity preparation, and estate planning with Holly Van Schouwen, Estate and Trust Consultant with Scotia Trust.

What You'll Learn:

  • How decision-making evolves as we age 🤔
  • How to establish authority effectively 🔑
  • Common pitfalls in planning ❌
  • Supporting families through transitions 🤝

Having joined us before for our Estates and Trusts session, Holly returns to address your questions and clarify the planning process we all face. With over 25 years of experience in the financial industry, Holly is renowned for her client-centered approach. Her expertise in leadership and wealth planning allows her to tailor strategies that truly matter to individuals and families.

As an author of financial books for Canadians, Holly simplifies complex topics into actionable guidance—helping you navigate challenging times while uncovering opportunities for long-term well-being. Her background as a Trust Officer nurtures her profound understanding of the care, relationships, and thoughtful planning necessary to protect legacies and honor wishes.

Holly brings compassion, warmth, and insight to every discussion, committed to providing empowering advice during life’s transitions.

👉 Register for free here!

Nalezeno Somem·Zobrazit originál
Místo

1454 Hillside Ave, Victoria, BC V8T 2B7, Canada

Trasa

Tento týden v Sverige