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DTSTART:20260203T193000Z
DTEND:20260203T210000Z
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SUMMARY:Estate Planning for Seniors and Their Families - Chartwell Retirement Residences
DESCRIPTION:We are excited to be hosting an educational seminar at Chartwell Retirement Residences this winter and would love for you to join us.\n\nWe will be visiting Chartwell on the dates listed below\, offering an opportunity to learn more about their residences while also gaining valuable insight into estate and financial planning in retirement. Attendance is limited to 12 guests\, so please let us know if you would like to attend and we will be happy to reserve your spot.\n\n\n\nEstate Planning for Seniors and Their Families\nYou are invited to attend an informative and reassuring seminar focused on the financial and estate planning issues commonly faced in retirement.\n\nThis session will address key concerns\, including:\n\n\n	Maintaining reliable cash flow throughout retirement\n	Planning for future care needs\n	Reducing income taxes and probate (estate administration tax)\n	Understanding available tax credits\, including how the Disability Tax Credit may apply\n	Creating a clear and efficient legacy for loved ones\n\nYou will learn how thoughtful planning can help reduce financial stress while providing clarity\, confidence\, and peace of mind for both seniors and their families.\n\nPresented by Taivi Tayler\, CFP \, CLU\, and Peter Curtis of DT Results.ca\, this seminar is designed for seniors with capacity and their adult children who want to make informed decisions about their financial future.
X-ALT-DESC;FMTTYPE=text/html:<span style="color:rgb(117\, 117\, 117)"><span style="font-family:helvetica\,sans-serif">We are excited to be hosting an educational seminar at&nbsp\;<strong>Chartwell Retirement Residences</strong>&nbsp\;this winter and would love for you to join us.</span></span><br />\n<span style="color:rgb(117\, 117\, 117)"><span style="font-family:helvetica\,sans-serif">We will be visiting Chartwell on the dates listed below\, offering an opportunity to learn more about their residences while also gaining valuable insight into estate and financial planning in retirement. Attendance is limited to&nbsp\;<strong>12 guests</strong>\, so please let us know if you would like to attend and we will be happy to reserve your spot.</span></span>\n<div style="text-align:center">\n<hr /></div>\n\n<h3><strong><span style="font-family:helvetica\,sans-serif">Estate Planning for Seniors and Their Families</span></strong></h3>\n<span style="color:rgb(117\, 117\, 117)"><span style="font-family:helvetica\,sans-serif">You are invited to attend an informative and reassuring seminar focused on the financial and estate planning issues commonly faced in retirement.</span></span><br />\n<span style="color:rgb(117\, 117\, 117)"><span style="font-family:helvetica\,sans-serif">This session will address key concerns\, including:</span></span>\n\n<ul>\n	<li><span style="font-family:helvetica\,sans-serif">Maintaining reliable cash flow throughout retirement</span></li>\n	<li><span style="font-family:helvetica\,sans-serif">Planning for future care needs</span></li>\n	<li><span style="font-family:helvetica\,sans-serif">Reducing income taxes and probate (estate administration tax)</span></li>\n	<li><span style="font-family:helvetica\,sans-serif">Understanding available tax credits\, including how the&nbsp\;<strong>Disability Tax Credit</strong>&nbsp\;may apply</span></li>\n	<li><span style="font-family:helvetica\,sans-serif">Creating a clear and efficient legacy for loved ones</span></li>\n</ul>\n<span style="color:rgb(117\, 117\, 117)"><span style="font-family:helvetica\,sans-serif">You will learn how thoughtful planning can help reduce financial stress while providing clarity\, confidence\, and peace of mind for both seniors and their families.</span></span><br />\n<strong><span style="color:rgb(117\, 117\, 117)"><span style="font-family:helvetica\,sans-serif"><span style="font-size:12pt">Presented by Taivi Tayler\, CFP&reg\;\, CLU\, and Peter Curtis of DT Results.ca</span></span></span></strong><span style="color:rgb(117\, 117\, 117)"><span style="font-family:helvetica\,sans-serif"><span style="font-size:12pt">\, this seminar is designed for seniors with capacity and their adult children who want to make informed decisions about their financial future.</span></span></span><br />\n&nbsp\;
LOCATION:Chartwell Whispering Pines\, 2:30pm\, 140 Letitia Street\, Barrie\, tour after.
UID:e.2454.8442
SEQUENCE:3
DTSTAMP:20260501T082754Z
URL:https://business.barriechamber.com/events/details/estate-planning-for-seniors-and-their-families-chartwell-retirement-residences-02-03-2026-8442
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