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THE LEGACY CONVERSATION – What Every Family Should Know

3 March 2027 @ 6:30 pm - 8:00 pm

Wednesday, March 3, 2027 | 6:30 PM
Beechwood Cemetery, Ottawa
40-Minute Presentation

What happens to everything you have worked a lifetime to build?

How can you protect your family, reduce unnecessary taxes, and ensure your wishes are respected?

Join us at Beechwood Cemetery for The Legacy Conversation, an engaging community education presentation exploring estate planning, wealth transfers, and the importance of preparing for the future.

Through real-life stories and practical advice, our guest speakers will discuss:

  • Protecting your estate and understanding potential tax implications.
  • Wills, Powers of Attorney, and planning for incapacity.
  • The family cottage and avoiding disputes between loved ones.
  • Life insurance, probate, and beneficiary designations.
  • Charitable giving and creating a meaningful legacy.
  • Why important family conversations today can make all the difference tomorrow.

 MEET OUR SPEAKERS

Dylan McGuinty –  Estate and Trust Lawyer

An experienced lawyer with a practice focused on estate planning, Powers of Attorney, estate administration, and family disputes. Dylan is also a university lecturer and frequent speaker on estate and trust law.

Jonathan Brooks – Wealth Advisor, IG Wealth Management

Jonathan specializes in financial planning, tax and investment strategies, life insurance, and helping families protect and transfer their wealth.

PLANNING IS AN ACT OF CARE

At Beechwood, we believe that planning for the future is one of the greatest gifts we can give those we love. Whether you are planning for retirement, supporting aging parents, or simply wondering where to begin, this presentation will help you start the conversations that matter.

 Because your legacy is about more than what you leave behind. It is about the people you care for today.

 Join us on March 3 at 6:30 PM at Beechwood Cemetery.

 

Details

  • Date: 3 March 2027
  • Time:
    6:30 pm - 8:00 pm

Venue

  • Beechwood National Memorial Centre