Estate Planning
Seminar Series
Design Your Legacy Workshop Series - Your Legacy Starts Here
Design Your Legacy Workshop Comes to Riverwalk!
We’re excited to launch the Design Your Legacy Workshop (DYLW) Series at a brand-new location: Riverwalk Retirement Residence.
This isn’t your typical estate planning seminar. Expect real stories, a touch of humour, and even some “edge-of-your-seat” moments as we uncover what it truly means to design your legacy.
The first session, “Your Legacy Starts Here”, introduces you to our keynote speakers and gives you a preview of what’s to come in this engaging 5-part series.
Upcoming Sessions at Riverwalk
Oct 15 – Wills & Won’ts
Nov 26 – Choosing the Right Executor
Dec 17 – The Intersection of Influence: POA & PD Demystified
Jan 21 – The Bank of You: Who’s Cashing In (or Out)?
Parking Information
Underground: Visitor parking available on the first level of the parkade, with a few stalls on the second level (spaces may open later in the day).
Street Parking: Paid along 25th Avenue, with free parking after 6:00 p.m. Two-hour parking 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.
Speakers (Photo above Left to Right):
Zenon Bereznicki, CFA
CFA, Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estates Lawyer, Paul Newcombe Law Office
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
SIGN UP HERE TODAY
PART 4: The Intersection of Influence: POA & PD Demystified
Who will speak for you when you can’t?
Enduring Powers of Attorney and Personal Directives
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
Speakers (Photo above Left to Right):
Zenon Bereznicki, CFA
Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estate Lawyer, Paul Newcombe Law Office
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
PART 4: The Intersection of Influence: POA & PD Demystified
Who will speak for you when you can’t?
Enduring Powers of Attorney and Personal Directives
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
Speakers (Photo above Left to Right):
Zenon Bereznicki, CFA
Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estate Lawyer, Paul Newcombe Law Office
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
PART 5: The Bank of You: Who’s Cashing in (or Out)?
Don’t let your wealth slip away.
Ever feel like your hard-earned wealth is slipping through unseen cracks? Taxes, fees, and unseen hands might be dipping into your estate more than you realize.
It’s time to take control.
Join us for an eye-opening session with Zen Bereznicki, as he unveils the right ways to not just build your legacy, but protect it from unnecessary losses.
Speakers (Photo above Left to Right):
Zenon Bereznicki, CFA
CFA, Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
PART 5: The Bank of You: Who’s Cashing in (or Out)?
Don’t let your wealth slip away.
Ever feel like your hard-earned wealth is slipping through unseen cracks? Taxes, fees, and unseen hands might be dipping into your estate more than you realize.
It’s time to take control.
Join us for an eye-opening session with Zen Bereznicki, as he unveils the right ways to not just build your legacy, but protect it from unnecessary losses.
Speakers (Photo above Left to Right):
Zenon Bereznicki, CFA
CFA, Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
PART 2: Wills.....or Won’ts!
Estates can be complicated.
Learn how the estate process can be simplified.
You are invited to join Paul Newcombe, Estate Lawyer, as he informs and shares all that he has learned about the legal requirements of wills and what you need to know to assure that your family and legacy are managed how you wish.
Speakers (Photo above Left to Right):
Zenon Bereznicki
CFA, Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estate Lawyer, Paul Newcombe Law Office.
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
PART 2: Wills.....or Won’ts!
Estates can be complicated.
Learn how the estate process can be simplified.
You are invited to join Paul Newcombe, Estate Lawyer, as he informs and shares all that he has learned about the legal requirements of wills and what you need to know to assure that your family and legacy are managed how you wish.
Speakers (Photo above Left to Right):
Zenon Bereznicki
CFA, Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estate Lawyer, Paul Newcombe Law Office
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
PART 1: Your Legacy Starts Here
Estates can be complicated.
Learn how the estate process can be simplified.
You are invited to meet estate planning professionals as they outline and share what’s ahead in part one of our 5-part series on estate planning.
Speakers (Photo above Left to Right):
Zen Bereznicki
CFA, Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estate Lawyer, Paul Newcombe Law Office
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
PART 1: Your Legacy Starts Here
Estates can be complicated.
Learn how the estate process can be simplified.
You are invited to meet estate planning professionals as they outline and share what’s ahead in part one of our 5-part series on estate planning.
Speakers (Photo above Left to Right):
Zen Bereznicki
CFA, Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estate Lawyer, Paul Newcombe Law Office
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
Wills.....or Won’ts!
Estates can be complicated.
Learn how the estate process can be simplified.
You are invited to join Paul Newcombe, Estate Lawyer, as he informs and shares all that he has learned about the legal requirements of wills and what you need to know to assure that your family and legacy are managed how you wish.
Speakers (Photo above Left to Right):
Zenon Bereznicki
CFA, Investment Counsellor, Dixon Mitchell Investment Counsel
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estate Lawyer, Paul Newcombe Law Office
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
PART 5: Planning Retirement Living
Estates can be complicated.
Learn how the estate process can be simplified.
Planning Retirement Living – Will It Be Your Decision?
When it comes to retirement living, one truth stands out:
If you don’t make a plan, someone else will.
Many people wait too long, leaving their loved ones to make life-changing decisions under pressure, often without knowing what they would have wanted.
That’s why we’re inviting you to Design Your Legacy: Planning the Next Chapter of Retirement Living—a candid and eye-opening session that will help you prepare for the future with clarity and confidence.
Speakers
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Tara Hengst
Provincial Business Development Manager with Chartwell Retirement Residences
Our featured speaker, Tara Hengst, brings over 30 years of leadership and compassionate insight to this important conversation. A nationally awarded senior care and aging expert, Tara specializes in helping families and individuals understand the real options—and hidden challenges—of today’s retirement living landscape.
Together with co-host Jaryll Dunne, Certified Executor Advisor and Founder of Maxxentum Inc., this session will explore:
What happens if you don’t have a retirement living plan
The different stages of senior living—and when to start thinking about them
How to make confident, informed choices for yourself or your loved ones
Whether you're planning for your own future, supporting aging parents, or simply curious—this is a conversation you don't want to miss.
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
Wills, Thrills, and Funeral Bills
Wills, Thrills, and Funeral Bills
The must-know truths about executors and pre-arranging your final exit.
PART 4: The Bank of YOU
Ever feel like your hard-earned wealth is slipping through unseen cracks? Taxes, fees, and unseen hands might be dipping into your estate more than you realize.
It’s time to take control.
Join us for an eye-opening session with Zen Bereznicki as he unveils the right ways not just to build your legacy, but protect it from unnecessary losses.
Discover:
Who has their hands in your pockets, and how can you stop the leak?
How to structure your finances for maximum growth and efficiency.
Strategies to safeguard your estate for future generations.
Speakers (Photo above Left to Right):
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Zen Bereznicki
CFA, Investment Counsellor, Dixon Mitchell Investment Counsel
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
Wills, Thrills, and Funeral Bills
Wills, Thrills, and Funeral Bills
The must-know truths about executors and pre-arranging your final exit.
PART 3: The Executor Hot Seat
The Executor Hot Seat: 10 Must-Know Truths Before You Choose
Think your executor is ready for the job? Let’s put them to the test.
Choosing Executors
Choosing Executors
Choosing the right executor is one of the most important estate decisions you’ll make—but how do you know you’ve chosen wisely?
This workshop is designed to educate and inform, giving you the tools to make confident estate planning decisions.
PART 2: Wills.....or Wont's!
Estates can be complicated.
Learn how the estate process can be simplified.
You are invited to join Paul Newcombe, Estate Lawyer, as he informs and shares all that he has learned about the legal requirements of wills and what you need to know to assure that your family and legacy are managed how you wish.
Speakers (Photo above Left to Right):
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estate Lawyer, Paul Newcombe Law Office
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
PART 1: Your Legacy Starts Here
Estates can be complicated.
Learn how the estate process can be simplified.
You are invited to meet estate planning professionals as they outline and share what’s ahead in part one of our 6-part series on estate planning.
Speakers (Photo above Left to Right):
Zen Bereznicki
Portfolio Manager, Scotia Wealth Management
Jaryll Dunne
CEA, Founder, Maxxentum Inc.
Paul Newcombe
Estate Lawyer, Paul Newcombe Law Office
We have space for up to 75 attendees. Please RSVP Today to hold your spot↓
Design Your Legacy
5-Part Series