June 24, 2021
7: 00 pm
You will learn..
You will learn..
THE VALUE OF ESTATE PLANNING AND CHARITABLE GIVING: Dying is not a popular topic of discussion, for obvious reasons, but it is a reality of life. However, planning ahead for your estate could prove to be very rewarding, as it would provide both you and your loved ones with added security and peace of mind.
WHAT A RETIREMENT COACH BRINGS TO DOWNSIZING: Jennifer Rovet, Guest Speaker, talks about the importance of planning and being prepared for the non-financial side of retirement when downsizing. She will address how to find meaning and purpose once again, as you transition into this new stage of life.
Here's what others are saying..
Keisha is Co-Founder, and Broker of Record at Transitions Realty Inc. After a successful career in event management, and residential construction, Keisha found her home in Real Estate. She decided, with her business partner, to focus on the most underserved demographic in the industry, empty nest downsizers. To this group, at this stage, it's not simply about the transaction, this is a life transition, that requires special focus and broad consideration. How does one "sell the family home" and declutter a lifetime's worth of possessions? And maybe an even more pressing question, is "What's next for me, in this new age?" These are some of the questions she and her team help clients answer before they sell the family home. As you can see, this is not your typical real estate service, which is why it required a whole new brokerage! Keisha is excited to guide you through these and other challenges that you may be facing during this critical stage of one's life and ensures that your real estate choices are perfectly aligned with your life choices. What’s next for you, in your next chapter? And what home will you need to fulfill those goals?
Immersed in the wealth management industry for over a decade, Adam recognized the value of providing clients confidence regarding their family’s financial future. “In today’s uncertain world, taking time to help clients become financially empowered is the foundation of every client conversation.” Adam and his team have built a unique process that ensures each client family has their own financial plan and accompanying investment strategy that is designed to withstand the unexpected challenges in their lives and in the world.
Jennifer is a Certified Professional Retirement coach and owner of Retire Ready Canada. She works closely with retirees as they transition to retirement. Jennifer is very passionate about helping people find purpose, meaning, and happiness in their retirement years. With a proven track record, a retirement coach guiding you along each stage is key to a successful transition.