Estate Planning for Seniors and Their Families - Chartwell Retirement Residences
Date and Time
Saturday Jan 31, 2026
11:30 AM - 1:00 PM EST
Saturday, January 31st 2026 at Chartwell Allandale Station,
11:30am - 1:00pm,
Location
Chartwell Allandale Station.
357 Yonge Street, Barrie, includes tour.
Website
Contact Information
Taivi Tayler / Miranda Bishop
Send Email
Description
Saturday, January 31st 2026 at Chartwell Allandale Station,
11:30am - 1:00pm, 357 Yonge Street, Barrie, includes tour.
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