Design Your Legacy Workshop at Riverwalk | Part 5 - The Bank of You: Who’s Cashing In (or Out)?
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.
Protect Your Wealth: Don't Let it Slip Away
Ever feel like your hard-earned money is slipping away through unseen cracks? Taxes, fees, and other hidden costs can significantly diminish your estate without you even realizing it.
Join Zen Bereznicki for this eye-opening session, "The Bank of You: Who's Cashing In (or Out)?" where he will show you how to build and protect your legacy from unnecessary losses.
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