The Legacy Dialogue: Protect What You Are Building - Estate Planning
Schedule
Sat Mar 28 2026 at 10:30 am to 12:00 pm
UTC-06:00Location
Airdrie Public Library | Airdrie, AB
About this Event
The Legacy Dialogue: Protect What You Are Building
We work hard to build our careers, families, and professional lives. Yet many individuals delay the structured planning required to protect what they are building.
The Legacy Dialogue: Protect What You Are Building is a focused educational seminar designed to strengthen estate readiness and clarify foundational planning essentials.
Led by Collia Barnaby, TEP, this session will explore:
• Core estate planning documents and why they matter
• Executor and trustee responsibilities
• Common planning gaps families overlook
• Practical next steps to strengthen legacy preparedness
This seminar is structured, informative, and practical. It is designed to provide clarity and awareness, not legal or investment advice.
Tickets: $40 | Limited Seating
Agenda
🕑: 10:30 AM - 10:40 AM
Opening remarks and framing the purpose of The Legacy Dialogue. Setting the to
Host: Collia Barnaby
Info: Opening remarks and framing the purpose of The Legacy Dialogue. Setting the tone for an intentional and practical conversation around protecting what you are building.
🕑: 10:40 AM - 11:15 AM
Protecting What You Are Building
Info: A guided discussion on foundational estate and legacy planning considerations for individuals and families building wealth
🕑: 11:15 AM - 11:30 AM
Real Conversations: Family & Cultural Dynamics
Info: Practical insights on navigating difficult conversations, cultural norms, and generational expectations.
🕑: 11:35 AM - 11:55 AM
Audience Q&A and Open Dialogue
Info: Interactive discussion and participant questions.
🕑: 11:55 AM - 12:00 PM
Closing Reflections & Next Steps
Info: Key takeaways and practical next steps attendees can implement immediately.
Where is it happening?
Airdrie Public Library, 805 Main Street South, Airdrie, CanadaEvent Location & Nearby Stays:
CAD 40.00
