Reviewing Your Estate, Incapacity and Health Care Planning at Retirement (Live Webinar)
Overview
This session will discuss key decisions and documents important to creating an estate, incapacity and health care plan. Whether participants are approaching retirement or merely curious about this often-overlooked part of financial planning, participants will gain practical tools and insights.
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Course Description
Content
- Time-sensitive decisions to make, including employment-related insurance benefits
- Tips to ‘future-proof’ documents before it is too late
- Practical tools to help organize affairs so that loved ones and/or legal representatives can act with clarity if life takes a wrong turn
- An actionable checklist and online resources to help guide and action the next steps
Other sessions in the Retirement Essentials Series:
Essential Financial Planning Before You Retire
Retirement Beyond the Numbers: Preparing for Life After Work
Course Dates & Registration
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Heather Rivers, BA, CFP, FMA, CPCA has more than 30 years of experience in the financial services industry and is the Manager, Financial Planning and Education at a mid-sized independent investment management firm. She advises clients and advisors on a wide variety of financial planning topics including retirement, estate and incapacity planning matters and has a passion for writing and creating training that distills concepts in clear, relatable ways. She believes that financial knowledge can enhance overall wellness and improve one’s quality of life. Outside the office she leads a North Vancouver hiking group and enjoys many outdoor pursuits including skiing, kayaking and mushroom foraging.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Reviewing Your Estate, Incapacity and Health Care Planning at Retirement (Live Webinar)
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
This session will discuss key decisions and documents important to creating an estate, incapacity and health care plan. Whether participants are approaching retirement or merely curious about this often-overlooked part of financial planning, participants will gain practical tools and insights.
|
|
Course Description
Content
- Time-sensitive decisions to make, including employment-related insurance benefits
- Tips to ‘future-proof’ documents before it is too late
- Practical tools to help organize affairs so that loved ones and/or legal representatives can act with clarity if life takes a wrong turn
- An actionable checklist and online resources to help guide and action the next steps
Other sessions in the Retirement Essentials Series:
Essential Financial Planning Before You Retire
Retirement Beyond the Numbers: Preparing for Life After Work
Course Dates & Registration
Heather Rivers, BA, CFP, FMA, CPCA has more than 30 years of experience in the financial services industry and is the Manager, Financial Planning and Education at a mid-sized independent investment management firm. She advises clients and advisors on a wide variety of financial planning topics including retirement, estate and incapacity planning matters and has a passion for writing and creating training that distills concepts in clear, relatable ways. She believes that financial knowledge can enhance overall wellness and improve one’s quality of life. Outside the office she leads a North Vancouver hiking group and enjoys many outdoor pursuits including skiing, kayaking and mushroom foraging.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.