The Next Chapter: Seniors' Advocacy, Financial Awareness & Real Estate Plan

Join us for our in-person event at the West Vancouver Community Centre in the Cedar Room on November 13.
Planning for the future isn't about expecting the unexpected - it's about being prepared for whatever comes next.
Join speakers Marc Séguin, Jim Doyle, and Kathy White for a morning of information and conversation designed for adults 55+, their families, and anyone thinking about the next chapter of life.
Come for the information. Stay for the conversation. Leave with practical ideas you can use.
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The Next Chapter: Seniors' Advocacy, Financial Awareness & Real Estate Planning

We'll explore three important areas that are often connected but rarely discussed together:

• Advocacy in Aging: How can you make sure your wishes are understood and that someone you trust can advocate for you when needed?
• Financial & Estate Planning: Are your financial, investment, and estate plans aligned with the lifestyle and legacy you want?
• Real Estate & Housing: What are today's real estate trends, and how might your housing choices change as your circumstances, family, or priorities evolve?

The morning will feature individual presentations, plenty of opportunity for questions, and a final panel conversation bringing all three perspectives together.

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• Marc Séguin, Author, Advocacy in Aging
• Jim Doyle, CFP, TEP, CLU, RRC, CIWM™, MFA-P™, Senior Wealth Advisor, Doyle & Associates Private Wealth Management
• Kathy White, Realtor® Advisor / Personal Real Estate Corporation, Engel & Völkers Whistler

• 9:00 AM – 9:20 AM: Welcome, Registration & Coffee
• 9:20 AM – 9:30 AM: Welcome to The Next Chapter (Kathy White)
• 9:30 AM – 10:10 AM: Advocacy in Aging (Marc Séguin)
• 10:10 AM – 10:50 AM: Financial & Estate Planning (Jim Doyle)
• 10:50 AM – 11:10 AM: Coffee & Refreshment Break
• 11:10 AM – 11:50 AM: Real Estate & Housing: What Comes Next? (Kathy White)
• 11:50 AM – 12:15 PM: The Next Chapter Panel Conversation (Paige, Marc, Jim, Kathy)
• 12:15 PM – 12:30 PM: Final Q&A & Closing (Take-home checklist)

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Important Notice / Disclaimer
This is an educational community information session. Information presented is general in nature and is not intended to constitute legal, tax, investment, financial, or real estate advice. Attendees should seek advice appropriate to their individual circumstances.
Express Consent: By providing my telephone number and/or email address above, I CONSENT to IG Wealth Management using this information to contact me for marketing purposes. I can withdraw my consent at any time by following the unsubscribe instructions in any marketing emails I receive from IG Wealth Management. We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.
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