Design Your Legacy Workshop - Part 4: The Intersection of Influence
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Design Your Legacy Workshop - Part 4: The Intersection of Influence

By Maxxentum Inc.

Overview

We’re excited to continue the Design Your Legacy Workshop Series at Riverwalk Retirement Residence - Verve Senior Living

We’re excited to continue the Design Your Legacy Workshop (DYLW) Series at Riverwalk Retirement Residence with our next topic in our 5-part series, The Intersection of Influence: POA & PD Demystified!


Part 4: The Intersection of Influence: POA & PD Demystified

This session, "The Intersection of Influence: POA & PD Demystified," will explore the crucial distinction between Enduring Powers of Attorney and Personal Directives and how they work together to ensure your financial and personal wishes are honored if you become unable to make decisions for yourself.

Join us for an insightful and interactive session as we unravel the real-world impact of Enduring Powers of Attorney and Personal Directives. Our session will cover the following:

  • The distinct roles of POA and Personal Directives
  • When and how each document comes into effect
  • Common pitfalls and how to avoid them
  • Real-life stories that bring the concepts to life


Featuring:

  • Jaryll Dunne, CEA – Founder & President, Maxxentum Inc.
  • Paul Newcombe – Estate Lawyer, Paul Newcombe Law Office
  • Zen Bereznicki – Investment Counsellor, Dixon Mitchell Investment Counsel

Together, they’ll share insights and conversations that go beyond the basics, guiding you through the essential (and often surprising) parts of estate planning.


Upcoming Sessions at Riverwalk

Jan 21The Bank of You: Who’s Cashing In (or Out)?


Parking Information

  • Underground: Visitor parking is available on the first level of the parkade, with a limited number of stalls on the second level (spaces may become available later in the day).
  • Street Parking: Paid along 25th Avenue, with free parking after 6:00 p.m. Two-hour parking is also available on 5th Street.
  • Nearby Parkade: Trolley Square (508 24th Avenue SW).
    🚫 Please note: The Safeway parking lot does not permit event parking—vehicles may be fined or towed.

A Riverwalk team member will be stationed at the entrance to welcome guests.


Why Attend?

✔ Gain insights from three seasoned professionals in estate law, financial planning, and executor guidance.
✔ Explore real-life challenges and solutions with humour, clarity, and candour.
✔ Walk away with practical steps to make confident decisions about your legacy.

👉 Reserve your seat today—spaces are limited!

Category: Family & Education, Education

Good to know

Highlights

  • 2 hours
  • In person
  • Doors at 6:00 PM

Location

Riverwalk Retirement Residence

528 25 Avenue Southwest

Calgary, AB T2S 0L5 Canada

How do you want to get there?

Organized by

Maxxentum Inc.

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Hosting

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Free
Dec 17 · 6:30 PM MST