A Team Approach to Your Personal Care & Estate Management

✨ We invite you to design a future that works for you. Whether you are supporting loved ones or planning your own future, this session offers tips and structure to navigate retirement with clarity and confidence.
Our Shared Message

We don’t plan for retirement once.
We plan for it every day, throughout retirement.

Each phase brings financial, emotional, and health‑related changes. In British Columbia, where longevity is high, healthcare is evolving, and housing costs are significant, planning for these transitions matters more than ever.
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Takeaways:
Practical tips, tools, and techniques to anchor your approach to planning for the extended arc of a modern retirement.

Who Benefits from Attending:

• Canadians approaching or already in retirement
• Caregivers and family supporters
• Anyone seeking a holistic, proactive approach to the later years of life

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Why This Session Matters:
As professionals with lived experience, our ensemble of guest speakers understands that planning is never just about money. It’s about protecting the life you’ve worked so hard to build and ensuring it continues to reflect your values.

This is where Lifestyle Planning comes in, integrating financial clarity, insurance protection, and organized affairs.
🎤 Guest Speakers:

Spanning legal and risk management, real estate and decluttering (for your own move or to support a loved one), and financial planning, concluding with health and death‑care planning.

• Protect autonomy and dignity
• Prepare for life transitions
• Reduce complexity
• Support caregivers
• Ensure your wishes are known and respected

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🎯EVENT #1 - IN-PERSON
🗓 Date: Thursday, April 16
🕕 Time: 2:00 PM to 4:00 PM
📍 Location: Aberthau Mansion – West Point Grey Community Centre – 4397 W2nd Ave. at NW Marine Dr., Vancouver

➡️ Seating is LIMITED - first-come-first-served (with a waitlist for cancellations)
Format:
2:00 - 3:45 PM: Live, in-person, two-hour presentation
3:45 - 4:00 PM: Live Q&A
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🎯EVENT #2 - ONLINE via ZOOM
Agenda:
A live 90‑minute online session featuring the same content as the in‑person event.
🗓 Date: Saturday, April 25
🕕 Time: 10:00 AM to 11:30 AM
📍 Location: ZOOM
➡️ Seating is UNLIMITED
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About the 360 Life Plan Series
This event is part of the 360 Life Plan Series, a collaborative, interdisciplinary initiative designed to prepare Canadians for the full arc of modern retirement and aging.
360 Life Plan incorporates a variety of live speaker presentations ranging from health and well-being, to legal matters and legacy planning, to real estate - decluttering, organizing, downsizing, rightsizing, aging-in-place and move management, to estate & financial planning - all the way to spirituality, ceremony, and end-of-life planning. Each session is interactive and facilitated by credentialed professionals.
The premise of this series? Plan. Act. Communicate. Transition.
We are all living longer - and dying longer - so how do we embrace the realities and avoid preventable mistakes?
Unless death comes suddenly, our physical and cognitive abilities will decline. Without structures in place, including clear documentation, simplified affairs, trusted caregiving support, and a team for our personal care and estate management, the consequences of improper (or non-existent) planning can be significant and even devastating.
The 360 Life Plan Series exists to change that. We invite you to join us in our courageous conversations and connect this message with those you care about.

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Host or Publisher Paige Brettle