How Do You Take Care of You? Planning for Incapacity and Estates

Caring for ourselves and the people we love can feel overwhelming, but planning ahead doesn’t have to be. This session offers a grounded, personal look at care, incapacity preparation, and estate planning with Holly Van Schouwen, Estate and Trust Consultant with Scotia Trust.
Participants will learn about key considerations such as:
-How decision‑making changes as we age
-How authority is supposed to be established
-Where things commonly break down
-How families can be supported through these transitions
Holly joined us in April for our Estates and Trusts session, and she’s back to answer your questions and bring clarity to a planning process that affects us all. With over 25 years of experience in the financial industry, Holly is known for her client‑centered approach and her ability to meet people where they are. Her background in leadership and wealth planning helps her understand what matters most to individuals and families, and she excels at turning possibilities into meaningful, personalized plans.
As an author of financial books for Canadians, Holly has a gift for translating complex topics into practical guidance, helping people navigate challenging seasons and uncover opportunities for long‑term well‑being. Her experience as a Trust Officer has given her a deep appreciation for the care, relationships, and thoughtful planning needed to ensure legacies are protected and wishes are honored.
Holly brings genuine warmth, sensitivity, and insight to every conversation. She’s committed to supporting people through life’s transitions with advice that is both compassionate and empowering.
Click the ticket link to register for free!