Leave a legacy that builds futures
For many of us, legacy is about more than what we leave behind. It’s about the values we pass on, the lives we touch and the impact we make in our communities.
Join us as we host free virtual Legacy Planning Sessions in an intimate, conversation-style tone, designed to help you explore the many ways you can create a lasting impact through planned giving.
You’ll hear from local experts in estate planning, life insurance and wealth management, including:
Mark Albert
Financial Consultant, educator and speaker with over 18 years of experience, specializing in estate planning, wealth preservation, and philanthropy. Since 2014, he has helped Ontario families navigate estate transitions and create lasting impacts for their loved ones and communities.
Lyndsay Prontack
Life Insurance Strategist with more than 15 years of experience, specializing in insurance, estate, and charitable planning. Lyndsay is passionate about educating people on how thoughtful giving strategies can maximize both community impact and financial benefits, empowering them to make informed decisions that reflect their values and create lasting change.
Ryan Dearden
Associate Lawyer, specializing in estate administration, guardianship applications, trust matters and proactive planning strategies aimed at protecting clients and their families.
Whether you’re considering including a charitable gift in your will, naming a charity as a beneficiary or a life insurance policy or exploring other tax-smart giving options, these sessions offer a welcoming opportunity to learn from local experts and ask questions in a relaxed setting.
Guests will gain practical insights into how thoughtful planning can provide for lived ones while also creating lasting change in our community.
Two dates are available for your convenience, select a date below to reserve your spot: