Create Your Contribution by Design

Building Smart Estate Plans

During this webinar Lynn Whetham interviewed Dr. Tom Deans, The New York Times Top-Ten Author of Willing Wisdom which remains the best-selling Canadian estate planning book of all-time.

​Dr. Deans has delivered more than 1000 keynote speeches in 26 countries and will be talking about the importance of estate planning in light of our current global crisis. If you have seen Dr. Deans on CBC or BNN you’ll know that he delivers a fast-paced, entertaining and informative message that you won’t want to miss.

Viewers will take away valuable ideas to help:

  • Understand the basics of estate planning
  • Understand the importance of family meetings
  • Understand that estate planning is also about aging and long term care
  • Gain confidence to begin important family conversations

When it comes to gifts in Wills, the first step is getting Canadians to prioritize the completion of their Wills. Learn from Tom Deans, award winning author of Willing Wisdom.

  • How your Will can be used to communicate values
  • How communication can strengthen family relationships
  • How successful families deal with intergenerational transfer of wealth

Wills and Powers of Attorney

Lynn Whetham and Ioana Mandru have a conversation surrounding the importance of wills and power of attorney.

Ioana answers important questions like:

  • What is a power of attorney?
  • What happens if I die without a Will?
  • How can I provide for my children or a special needs family member?
  • What does probate mean?

Bringing More Focus to our Distracted Lives

You will learn:

  • How to manage attention in a world that offers more and more distraction
  • How to deal with our virtual space and
  • How to manage expectations in a digital world

Let's Talk

Book a no-obligation introduction call with Lynn