What’s Your Next Move?

Wed. Jun. 5, 2019

Panel Discussions and Q&A with Industry Experts

It seems that Mother Nature likes to remind us of the cycles of life, and I feel that this is especially true in springtime.

The fact of the matter is that for too many families, conversations about things like wills, power of attorney and investing for your retirement dreams can be difficult.  What better way to get THAT conversation going than with industry experts and wine & cheese?!

At the beginning of June I’ll be hosting an informal gathering with a panel of experts where we can all ease ourselves into thinking more about planning for the future.  I’ll be turning 50 this year, and when I see friends my age pass away suddenly or lose their parents or spouses unexpectedly, it just reminds me of how important it is to plan ahead.

Event Details:

What’s your next move? Starting THAT Conversation
Wednesday June 5th, from 6-9pm
Stem Wine Group – CLICK HERE FOR DIRECTIONS
40 Pippin Rd #20
Concord, ON
L4K 4M6

Panelists include:

Neela White – Raymond James Ltd. Portfolio Manager, Elder Planning Counselor and Certified Professional Consultant on Aging
Les Kotzer – The Law Firm of Fish & Associates, B.A., (HONS) LL.B. Estate Lawyer & Author of 4 books on inheritance & estates
Lino Contento – RBC, #1 Mortgage Specialist in all of Canada

Topics to be discussed:

  • The Sandwich Generation: Financial Planning On A Multigenerational Level.
  • How to avoid a family battle.
  • What can go wrong if you don’t have a will?
  • Assisting seniors and families through difficult transitions.

Afterwards, we’ll have time to mix and mingle (and of course, enjoy some wine and cheese!), and you’ll have a chance to speak one-on-one with people if you’d like (no pressure!). Meet the panelists, or strike up a conversation with someone else who is tackling the same challenges of aging, whether firsthand or with a loved one.

Seats are limited.  Please RSVP to save your spot!

RSVP: lisa@lisasinopoli.com or 416-550-7555

It would be great to see you and catch up!
Lisa

Panelists include: