Alberta Chapter Webinar: Death, Taxes & Beyond - June 4, 2025

Chapter Event

Webinar: Death, Taxes & Beyond - Getting Your Financial House in Order
June 4, 2025
12:00 pm MT

Join the Alberta Chapter on June 4th at 12:00 pm MST for a webinar "Death, Taxes & Beyond - Getting Your Financial House in Order." Our speaker is Mark Kalinowski, Partnership and Education Specialist, Credit Counselling Society.

It is well understood that the only areas in life that are certain are death and taxes. But that does not mean that it is easy to talk about! Preparing your financial affairs for your loved ones is very much necessary but it can be an overwhelming process. However, the benefits to organizing your finances are significant – this means getting your financial house in order before your death to make things easier for your loved ones. Let us guide you by taking it one step at a time.

In this session you will learn the basics of how to build your financial foundation. By the end of Death, Taxes and Beyond, you’ll be able to:

• Implement a 4-step plan to organize your finances and be able to quickly find the paperwork you need
• Understand the basics of personal taxes
• Articulate the different types of insurance
• Define what type of insurance is important to you, your family, and your estate
• Create an “In the Event of an Emergency” document for your family in case anything happens to you
• Define the purpose of an executor in your will
• Take the next step and create your own estate plan

*Disclaimer: his webinar provides general information about estate planning. Our facilitators are not licensed insurance specialists and cannot provide legal advice into any estate matters.