CCMBC Legacy Fund has partnered with Advisors with Purpose (AWP) to offer the opportunity to work with Planned Giving Advisors who can help families think through estate decisions and help create a plan for their will that reflects their life, faith, and values. These services are free, fully confidential, and offered with no obligation. We promise that no one will sell you anything.
To learn more about Advisors with Purpose, visit their website, advisorswithpurpose.ca.
To get in touch with Advisors with Purpose, you can call them at 1-866-336-3315 or email This email address is being protected from spambots. You need JavaScript enabled to view it..
Please click HERE to schedule an appointment to speak with an advisor.
UPCOMING WEBINARS
Start the Conversation: Talk to your family about your Will - Mary-Lynn Huizinga
Tuesday, October 22, 6:00pm and 8:00pm ET
Navigating family dynamics can be particularly tricky, given the diverse personalities, expectations, and communication styles that develop over time. These differences often contribute to conflicts and misunderstandings, especially during stressful or transitional periods. Our partners at Advisors with Purpose are offering a 45-minute webinar specifically tailored for those grappling with or anticipating conflict in their Will planning process.
You can watch a recording of this webinar HERE or you can use the link to share this webinar with family and friends.
Future Proofing your Estate: Incapacity Planning Strategies - Abraham Somavarapha
Thursday, November 7, 8:00pm ET
This upcoming webinar will explain how you can protect your assets and healthcare choices if you're unable to make decisions due to mental or physical challenges. Our partners at Advisors with Purpose will review topics likes creating powers of attorney, advance directives, and other key documents you may need. Do not wait until it's too late—learn how to prepare yourself with the knowledge and tools to protect your estate and ensure your wishes are followed, even during tough times.
You can watch a recording of this webinar HERE or you can use the link to share this webinar with family and friends.
Essential Estate and Will Planning for Retirees - Lorne Jackson
Tuesday, November 26, 3:00pm ET
Nearly 60% of families do not have a Will in place, but there's still time. Do you have a Will, and if so, is it current and complete? Have you selected a trustworthy executor who's ready for the responsibility? Have you explored ways to pass on your assets to your children or heirs in a mutually beneficial manner? What about the tax implications of your registered assets - have you made plans for those? Have you considered including charitable gifts in your Will? Have you discussed your decisions with your family and made sure they understand your wishes? Our partners at Advisors with Purpose are hosting a 45-minute webinar for retirees who want to ensure they've covered all the bases, allowing them to enjoy life without the stress of crucial decisions looming over them.
Link to register: https://calendly.com/awpwebinar/essential-estate-will-planning-retirees-nov-26
Harmonizing your Legacy: Estate Planning for blended families - Chantel Gibbs
Thursday, January 23, 8:30pm ET
Join this upcoming webinar that focuses on estate planning for blended families. Learn methods to ensure fair asset distribution, manage potential conflicts, and protect everyone's interests. Our partners at Advisors with Purpose will guide you through making a complete estate plan that fits your specific family situation. Gain insights into minimizing disagreements and creating a harmonious legacy for your loved ones.
Link to register: https://calendly.com/awpwebinar/estate-planning-for-blended-families-jan-23
Strategic and Compassionate Estate Planning for Complex Family Circumstances - Lorne Jackson
Tuesday, February 11, 8:00pm ET
This webinar will explore how to navigate challenging family dynamics with empathy and foresight. Learn strategies to address unique situations, such as estrangement, succession planning, addictions, care for aging parents, co-owned property, and primary care for grandchildren. We will discuss minimizing potential family conflicts and leaving a legacy of understanding and compassion.
Link to register: https://calendly.com/awpwebinar/strategic-and-compassionate-estate-planning-feb-11
Smart Estate Planning Strategies for your investments, stocks and other non-cash assets - Abraham Somavarapha
Thursday, February 27, 8:00pm ET
Discover smart estate planning strategies for your investments, stocks, and non-cash assets in this upcoming webinar from our partners at Advisors with Purpose. Learn how to maximize the value of your estate while minimizing taxes and administrative costs. Explore techniques to protect and transfer assets efficiently, ensuring a smooth transition for your beneficiaries.
Link to register: https://calendly.com/awpwebinar/smart-estate-planning-strategies-for-your-investments-feb-27
Solo Success: Estate Planning Essentials for Singles - Chantel Gibbs
Tuesday, March 11, 8:30pm ET
Estate planning can be tricky, especially if you're single. Whether unmarried, divorced, or widowed, it's important to ensure your assets and wishes are taken care of. Join us for a webinar hosted by our partners at Advisors with Purpose designed to help singles understand and navigate the estate planning process. You'll learn about key topics like drafting a Will, naming beneficiaries, and setting up powers of attorney. By the end of this webinar, you’ll have a clear idea of the steps you need to take to create a solid estate plan that fits your situation.
Link to register: https://calendly.com/awpwebinar/estate-planning-essentials-for-singles-march-11
Navigating Borders: Estate Planning for New Canadians with Foreign Property - Abraham Somavarapha
Thursday, March 27, 8:00pm ET
Moving to a new country brings exciting opportunities, but it also introduces unique challenges, especially when it comes to estate planning. If you're a new Canadian with property in another country, understanding how to manage your assets and ensure your wishes are respected can be complex. Join us for a webinar tailored to address the specific needs of new Canadians. By the end of this session, we hope you will better understand how to navigate the complexities of estate planning across borders and protect your global assets.
Link to register: https://calendly.com/awpwebinar/estate-planning-for-new-canadians-with-foreign-property-mar-27
Honouring the Past, planning for the Future: A webinar for those who have lost a Spouse - Mary-Lynn Huizinga
Tuesday, April 8, 7:00pm ET
Losing a spouse is an incredibly difficult experience, and navigating the challenges of estate planning during this difficult time can be overwhelming. That’s why our partner at Advisors with Purpose will be leading a compassionate and informative webinar designed to support those who have lost a spouse in managing their estate planning needs. Their advisors will cover essential topics such as updating wills, revising beneficiary designations, and understanding tax implications.
Link to register: https://calendly.com/awpwebinar/honouring-past-planning-future-april-8
After the Faith Decision, all else is stewardship - Lorne Jackson
Tuesday, April 29th, 8:00pm ET
Join us for a webinar hosted by our partners at Advisors with Purpose in which president of AWP, Lorne Jackson, will share about his personal journey, story of life, faith, grace, and learning generosity. He will explore how faith and finances are connected, highlighting the importance of prayer, careful thought, and wise decisions when setting and pursuing your financial goals.
Link to register: https://calendly.com/awpwebinar/after-the-faith-decision-all-else-is-stewardship-april-29
Planning for the Unexpected: A Webinar for Parents - Mary-Lynn Huizinga
Thursday, May 22, 8:30pm ET
Life is full of uncertainties, and as parents, it's crucial to be prepared for the unexpected and protect your family's future. Join us for a webinar specifically designed for parents. In this webinar, our estate planning experts will review key strategies and tools every parent should know. Learn how to create a will, choose guardians for your children, and set up trusts to manage your assets. We’ll also discuss the importance of powers of attorney and healthcare directives to ensure your wishes are followed if something happens to you.
Link to register: https://calendly.com/awpwebinar/a-webinar-for-parents-may-22
Children with exceptionalities: Safeguarding their Future Mary-Lynn Huizinga
Thursday, June 19th, 8:30pm ET
Planning for the future of children with exceptionalities requires careful thought and specific knowledge. Our partners at Advisors with Purpose are hosting a webinar designed to help parents and guardians understand the essentials of estate planning for children with special needs. You’ll learn about setting up special needs trusts, choosing the right guardians, and making the most of government benefits. We’ll also cover the importance of having wills, powers of attorney, and healthcare directives that are tailored to children with exceptionalities.
Link to register: https://calendly.com/awpwebinar/children-with-exceptionalities-june-19
Please note that CCMBC Legacy Fund is not reinstating the Will program previously offered by Stewardship Ministries. Advisors with Purpose is here to assist you in making decisions about your will, however the will itself must be created with your lawyer. If you do not have an estate lawyer, Advisors with Purpose can connect you with one in your area. Please contact Advisors with Purpose to learn more.
