

# Event Details

- **Event Name**: Financial & Estate Planning in Canada: Decisions You Can’t Delay
- **Event Start and End Date**: Sat, 09 May, 2026 at 11:00 am – Sat, 09 May, 2026 at 01:00 pm (-04:00)
- **Event Description**: Learn the financial and legal steps every family in Canada must take now to protect assets, avoid costly mistakes, and secure their future.About this Event== FREE SEMINAR ==Financial &amp; Estate Planning in Canada: Decisions You Can’t DelayJoin financial advisor Carlos Lerma and Ana Hicks, Lawyer at AMH Law, for a practical and eye‑opening session designed for families, newcomers, and established immigrants living in Canada.This seminar breaks down the essential financial and legal steps every household must have in place—before life happens. You’ll learn how to protect your income, your assets, and your loved ones through proper planning that aligns with Canadian laws and long‑term financial strategies.What you’ll learn:The must‑have documents every family in Canada needsHow to protect your assets and avoid costly legal mistakesStrategies to build and preserve wealth as a newcomer or established residentHow wills, powers of attorney, and beneficiary designations actually workThe financial planning decisions that cannot be postponedReal examples of what happens when families delay planningWhether you’re new to Canada or have lived here for years, this session will give you the clarity, confidence, and tools to make informed decisions that secure your family’s future.Agenda🕑: 10:30 AM - 11:00 AMArrival, Registration,  and Networking🕑: 11:00 AM - 11:15 PMIntroductionHost: ODETTE BARRON BA🕑: 11:15 AM - 11:45 PMFinancial PlanningHost: CARLOS LERMA BSc MSc🕑: 11:45 AM - 12:15 PMEstate PlanningHost: ANA MARIA HICKS LLB LLM🕑: 12:15 PM - 12:30 PMClosing RemarksHost: ODETTE BARRON BA🕑: 12:30 PM - 01:00 PMNetworkingHost: ODETTE BARRON
- **Event URL**: https://allevents.in/ajax/financial-and-estate-planning-in-canada-decisions-you-can’t-delay/100001988026112619
- **Event Categories**: workshops
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: CAD

## Event venue details

- **city**: Ajax
- **state**: ON
- **country**: Canada
- **location**: Ajax Public Library
- **lat**: 43.851327
- **long**: -79.02079599999999
- **full address**: Ajax Public Library, 55 Harwood Avenue South, Ajax, Canada

## Event gallery

- **Alt text**: Financial &amp; Estate Planning in Canada: Decisions You Can’t Delay
  - **Image URL**: https://cdn-az.allevents.in/events7/banners/55fa7f7e227808e36c11f5268e296d1c119549a9cc7c150ff302aa4c75a49c32-rimg-w1200-h600-dcffffff-gmir.jpg?v=1777381404

## FAQs

- **Q**: When and where is Financial & Estate Planning in Canada: Decisions You Can’t Delay being held?
  - **A:** Financial &amp; Estate Planning in Canada: Decisions You Can’t Delay takes place on Sat, 09 May, 2026 at 11:00 am to Sat, 09 May, 2026 at 01:00 pm at Ajax Public Library, 55 Harwood Avenue South, Ajax, Canada.
- **Q**: Who is organizing Financial & Estate Planning in Canada: Decisions You Can’t Delay?
  - **A:** Financial &amp; Estate Planning in Canada: Decisions You Can’t Delay is organized by TERRANOVA WEALTH MANAGEMENT.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Financial &amp; Estate Planning in Canada: Decisions You Can’t Delay is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Ajax, this event is thoughtfully curated to deliver a standout experience worth every moment. If Financial &amp; Estate Planning in Canada: Decisions You Can’t Delay sounds like your kind of event, don't wait - spots fill up fast.

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