About this Event
Note: Seating is limited. Reserve your seat here on Eventbrite or text/email Susan: 416-708-2164 or [email protected] with your name(s) and email(s) and I will do it for you.
Date & Time: November 21, 2026 at 10:30 AM (EST)
Location: 406 Roncesvalles Avenue (near Howard Park Road)
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 them. 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 Speaker Series™, designed to help you think about your next chapter in life, plan for the future, and live well.
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 is about family helping family get onto the real estate ladder, addressing why and how individuals involved in 'the great wealth transfer' can help their children sooner, when it matters most, rather than later.
Session 3 will tackle planning for rightsizing your home, with tips for organizng and decluttering 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 training, an MBA from Richard Ivey School of Business, and decades of experience helping larger corporations negotiate and implement sustainability programs involving diverse stakeholders.
Susan has her Senior Real Estate Expert designation (SRES®), offering focused expertise to 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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