Design Your Legacy Workshop - Part 5: The Bank of You

We’re excited to continue the Design Your Legacy Workshop (DYLW) Series at Riverwalk Retirement Residence with our next topic in our 5-part series, The Bank of You: Who’s Cashing In (or Out)?

Protect Your Wealth: Don't Let it Slip Away

Ever feel like your hard-earned money is slipping away through unseen cracks? Taxes, fees, and other hidden costs can significantly diminish your estate without you even realizing it.

Join Zen Bereznicki for this eye-opening session, "The Bank of You: Who's Cashing In (or Out)?" where he will show you how to build and protect your legacy from unnecessary losses.

Featuring:

• Jaryll Dunne, CEA – Founder & President, Maxxentum Inc.
• Paul Newcombe – Estate Lawyer, Paul Newcombe Law Office
• Zen Bereznicki – Investment Counsellor, Dixon Mitchell Investment Counsel

Together, they’ll share insights and conversations that go beyond the basics, guiding you through the essential (and often surprising) parts of estate planning.

Jan 21 – The Bank of You: Who’s Cashing In (or Out)?

• Underground: Visitor parking is available on the first level of the parkade, with a limited number of stalls on the second level (spaces may become available later in the day).
• Street Parking: Paid along 25th Avenue, with free parking after 6:00 p.m. Two-hour parking is also available on 5th Street.
• Nearby Parkade: Trolley Square (508 24th Avenue SW).
  🚫 Please note: The Safeway parking lot does not permit event parking—vehicles may be fined or towed.

A Riverwalk team member will be stationed at the entrance to welcome guests.

✔ Gain insights from three seasoned professionals in estate law, financial planning, and executor guidance.
✔ Explore real-life challenges and solutions with humour, clarity, and candour.
✔ Walk away with practical steps to make confident decisions about your legacy.

👉 Reserve your seat today—spaces are limited!

Also check out other Workshops in Calgary.