Coffee & Learn: Estate Planning from a Financial Perspective
📅 Monday, October 20
🕘 Time: 10:00 AM - 11:30 AM
📍 Location: WESeniors Strathcona - #140, 501 Festival Way, Sherwood Park
💰 Drop-in Fee: $2.00 (Includes coffee & muffin)
Join us for an informative and timely Coffee and Learn session with financial expert, Wei Woo. In this workshop, you'll gain valuable insights into estate planning from a financial perspective, learning how to protect your assets and cash flow through market volatility.
The last decade has shown us that markets are unpredictable. From the 2018 US-China Trade War and the 2020 COVID Recession to the worst year for retirement portfolios in 2022 and the confusing landscape of the 2025 trade war, making reactive, emotional decisions can be costly. This session will provide you with the tools to navigate these challenges and make sure your retirement income is secure, regardless of market conditions.
Key Topics:
- Understanding the history of market downturns and recoveries
- Strategies for protecting cash flow when markets are negative
- Why it's crucial to not shy away from the market when you still need income
- Making informed decisions instead of reactive ones
Register Today!
Drop-ins Welcome – Registration Preferred
Register online:
https://strathcona.weseniors.ca/coffee-and-learn-102025
Call: 780-400-2111
Email:
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Don’t miss this chance to enjoy coffee, a muffin, and valuable financial insights!
You may also like the following events from WESeniors Strathcona:
- Next Monday, 22nd September, 09:30 am, Active Aging Series: Aging in Communities in Sherwood Park
- This month, 29th September, 10:00 am, Coffee & Learn: Optimizing the Retirement and Estate Planning Benefits of a TFSA in Sherwood Park
- Next month, 6th October, 09:30 am, Active Aging Series: Transit, Utilities, & More in Strathcona County in Sherwood Park
Also check out other
Festivals in Sherwood Park,
Workshops in Sherwood Park.
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