Estate Planning for Seniors and Their Families - Chartwell Retirement Residences
Date and Time
Tuesday Feb 3, 2026
2:30 PM - 4:00 PM EST
Tuesday, February 3rd, 2026 at Chartwell Whispering Pines, 2:30pm-4:00pm.
Location
Chartwell Whispering Pines, 2:30pm, 140 Letitia Street, Barrie, tour after.
Fees/Admission
Free.
Website
Contact Information
Taivi Tayler / Miranda Bishop
Send Email
Description
We are excited to be hosting an educational seminar at Chartwell Retirement Residences this winter and would love for you to join us.
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 12 guests, so please let us know if you would like to attend and we will be happy to reserve your spot.
Estate Planning for Seniors and Their Families
You are invited to attend an informative and reassuring seminar focused on the financial and estate planning issues commonly faced in retirement.This session will address key concerns, including:
- Maintaining reliable cash flow throughout retirement
- Planning for future care needs
- Reducing income taxes and probate (estate administration tax)
- Understanding available tax credits, including how the Disability Tax Credit may apply
- Creating a clear and efficient legacy for loved ones
Presented 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.
Printed courtesy of www.barriechamber.com/ – Contact the Barrie Chamber of Commerce for more information.
121 Commerce Park Drive, Unit A, Barrie, ON L4N 8X1 – (705) 721-5000 – admin@barriechamber.com