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Design Your Legacy Workshop Series - The Intersection of Influence: POA & PD Demystified

  • Riverwalk Retirement Residence 528 25 Avenue Southwest Calgary, AB, T2S 0L5 Canada (map)

Design Your Legacy Workshop at Riverwalk | Part 4 - The Intersection of Influence: POA & PD Demystified

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.

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

Upcoming Sessions at Riverwalk

  • Jan 21 – The 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.


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

Previous
Previous
November 26

Design Your Legacy Workshop Series - Choosing the Right Executor

Next
Next
January 21

Design Your Legacy Workshop Series - The Bank of You: Who’s Cashing In (or Out)?