About this Event
When Wills and Estates Go Wrong: 5 Common Mistakes and How to Avoid Them
Date & Time: November 21, 2026 at 10:30 AM (EST)
Location: 406 Roncesvalles Ave
Join us for an in-person event where you'll learn about the top 5 wills and estate planning mistakes and take away practical steps to avoid making your own mistakes. Gain critical knowledge that can protect your assets and benefit your loved ones with expert speaker Fred Tonelli, of Tonelli Estate Law.
We'll also explore trends in housing options for people 55+ and demonstrate a proprietary calculator for comparing the rightsize vs. stay put options. A little planning can go a long way!
This session is part of the Plan Ahead, Live Well Series™, designed to help you think about your next chapter in life and plan for the future, and live well into your next chapter of life.
The first four sessions in the series will be delivered by a combination of in person seminars and online webinars, with guest expert speakers leading the discussion.
Session 2 will address key financial planning tactics and practical steps you can take to strengthen your financial plan heading into and during retirement.
Session 3 will tackle the topic of planning for rightsizing your home, with a focus on tips to organize and declutter your life, in preparation for a change in lifestyle, whether that be forseable in the next year, or years down the road.
Session 4 will look at retiring outside of Canada, addressing tax and health care considerations, while looking at countries and regions that are trending now for Canadian retirees.
Future sessions will address:
- Considerations and steps to take for aging in place
- 55+ Communities
- Brain Health - leading edge research on maintaining brain health
- Communities and hobbies for creating a happy and fulfilled retirement
Agenda
🕑: 10:30 AM - 11:30 AM
When Wills and Estates Go Wrong: 5 Common Mistakes and How to Avoid Them
Host: with Fred Tonelli, Tonelli Estate Law
Info: Fred is the founder of Tonelli Estate Law, a boutique law firm focused on Estate Planning, Probate Applications, and Estate Administration. Prior to founding Tonelli Estate Law, Fred practiced at two prestigious Estates and Trusts firms in Toronto and worked as a Trust Officer at a major Canadian financial institution, where he gained hands-on experience administering and managing estates and trusts.
Fred works with individuals and families to provide clear, practical guidance and bring structure to complex legal processes during some of life’s most important – and often difficult – moments. His practice is built on responsiveness, trust, and building long-term relationships with clients and their families.
🕑: 11:30 AM - 12:00 PM
Trends in 55+ Living Options
Host: with Susan Sheehan, MBA, REALTOR®, SRES®
Info: Susan is a Realtor® with decades of experience as an investor, owner and landlord in Toronto, Ontario cottage country, and as an investor and landlord in Michigan.
Backed by her team at Keller Williams Empowered Realty, she brings her interior design background, an MBA from Richard Ivey School of Business, and decades of experience helping larger corporations negotiate and implement sustainability programs involving diverse stakeholders.
She has her Senior Real Estate Expert designation (SRES®), helping people who are retired, empty nesters, or elder parents who want to rightsize their homes for the next chapter.
Event venue & nearby stays
406 Roncesvalles Ave, 406 Roncesvalles Avenue, Toronto, Canada
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