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BEGIN:VEVENT
DTSTART:20260131T163000Z
DTEND:20260131T180000Z
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SUMMARY:Estate Planning for Seniors and Their Families - Chartwell Retirement Residences
DESCRIPTION:Saturday\, January 31st 2026 at Chartwell Allandale Station\,\n\n11:30am - 1:00pm\, 357 Yonge Street\, Barrie\, includes tour.\n\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	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\n\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:<strong><span style="color:#757575"><span style="font-family:helvetica\,sans-serif"><span style="font-size:14.5pt">Saturday\, January 31st 2026 at Chartwell Allandale Station\,<br />\n11:30am - 1:00pm\, 357 Yonge Street\, Barrie\, includes tour.</span></span></span></strong><br />\n<span style="color:#757575"><span style="font-family:helvetica\,sans-serif">Y<strong>ou are invited to attend an informative and reassuring seminar focused on the financial and estate planning issues commonly faced in retirement.</strong></span></span><br />\n<strong><span style="color:#757575"><span style="font-family:helvetica\,sans-serif">This session will address key concerns\, including:</span></span></strong>\n<ul>\n	<li><strong><span style="font-family:helvetica\,sans-serif">Maintaining reliable cash flow throughout retirement</span></strong></li>\n	<li><strong><span style="font-family:helvetica\,sans-serif">Planning for future care needs</span></strong></li>\n	<li><strong><span style="font-family:helvetica\,sans-serif">Reducing income taxes and probate (estate administration tax)</span></strong></li>\n	<li><strong><span style="font-family:helvetica\,sans-serif">Understanding available tax credits\, including how the Disability Tax Credit may apply</span></strong></li>\n	<li><strong><span style="font-family:helvetica\,sans-serif">Creating a clear and efficient legacy for loved ones</span></strong></li>\n</ul>\n<strong><span style="color:#757575"><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<br />\n<span style="color:#757575"><span style="font-family:helvetica\,sans-serif"><span style="font-size:12.0pt">Presented by Taivi Tayler\, CFP&reg\;\, 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.</span></span></span></strong><br />\n<br />\n&nbsp\;
LOCATION:Chartwell Allandale Station. 357 Yonge Street\, Barrie\, includes tour.
UID:e.2454.8441
SEQUENCE:3
DTSTAMP:20260429T202650Z
URL:https://business.barriechamber.com/events/details/estate-planning-for-seniors-and-their-families-chartwell-retirement-residences-8441
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