About this Event
You've worked hard to build your financial future. But have you planned for what happens to your estate and the people you care about?
Estate planning involves much more than having a will. It's about understanding how your assets will be handled, preparing for potential taxes, and helping your loved ones avoid unnecessary financial or legal complications.
Many Canadians are unaware of how probate works, what responsibilities an executor takes on, or how taxes on retirement savings and other assets can affect the estate they leave behind.
Join Insight Education Network for a FREE educational workshop designed to help you better understand these important decisions and explore strategies for protecting your estate and your family's financial future.
What You Will Learn
Wills, Probate & Estate Planning
- What happens to your estate if you don't have a will
- How probate works in Ontario and what costs may be involved
- Common estate planning oversights that can create complications for families
Powers of Attorney & Executor Responsibilities
- The difference between Powers of Attorney for Property and Personal Care
- What to consider when choosing someone to make decisions on your behalf
- The responsibilities of an executor and why proper preparation matters
Estate Taxes & Retirement Savings
- What happens to your RRSPs, RRIFs and other assets when you pass away
- Strategies for managing potential tax liabilities during retirement and estate settlement
- How beneficiary designations and TFSAs fit into an estate plan
Protecting Your Estate & Leaving a Legacy
- How life insurance may be used to address estate liquidity and tax obligations
- The potential tax benefits of charitable giving
- Practical steps to organize important information and make things easier for your executor and loved ones.
Why Attend?
Whether you've already prepared a will or are just beginning to think about estate planning, understanding how your decisions affect your estate and loved ones is an important step.
This workshop will help you recognize potential gaps in your planning, understand important financial and legal considerations, and feel more confident about the conversations and decisions ahead.
Attendees will also have the opportunity to receive an Estate Planning Toolkit and learn more about a complimentary Retirement Income & Estate Tax Analysis.
Education First. No Sales Presentations.
This FREE educational workshop is hosted by Insight Education Network, a nonprofit organization, and sponsored in part by Fidelity Investments.
No financial products will be sold, and no investment recommendations or sales presentations will be made.
Our goal is to provide clear, practical information to help you make informed decisions about your estate and financial future.
Reserve Your Free Seat
Join us to gain practical insights, ask important questions, and take the next step toward a more organized estate plan.
Choose one of two dates:
- Monday, November 16, 2026
- Wednesday, November 18, 2026
Time: 6:30 PM – 8:00 PM
Location: Nepean Sportsplex (Richmond Room), Ottawa, Ontario
Cost: FREE – Registration Required
Both evenings cover the same workshop material. You only need to register for one session.
Insight Education Network is a not-for-profit organization dedicated to providing educational workshops, seminars, and informational resources for general educational purposes only.
The information presented by Insight Education Network and its speakers, presenters, sponsors, affiliates, or contributors is provided for general educational and informational purposes only and should not be considered financial, investment, tax, accounting, insurance, or legal advice specific to any individual situation.
Participation in any workshop, seminar, event, or discussion does not create a professional, advisory, or client relationship, nor should it be interpreted as a recommendation, endorsement, or solicitation to purchase any product, service, financial instrument, or strategy.
Participants should seek independent advice from qualified professionals regarding their individual circumstances before making financial or legal decisions.
While efforts are made to provide accurate and current information, Insight Education Network assumes no liability for decisions, actions, or outcomes arising from the use of information presented through its events, website, or materials.
CI Assante Wealth Management Ltd. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Event venue & nearby stays
Nepean Sportsplex, 1701 Woodroffe Avenue, Ottawa, Canada
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