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Module 9 Protecting Your Health and Assets

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As a senior, you have worked hard to attain the lifestyle that you enjoy – and part of that lifestyle is based on the assets that you have and your ability to continue to enjoy them.

Protecting those assets during your senior years, and the legacy that they offer to your loved ones upon your death is critical. In this module, we will cover the following topics:

  • Insuring your health
  • Transitioning from employer-provided health plans to self-funded protection
  • What steps can you take to protect your financial well against unexpected health care costs?
  • Health and drug benefits for seniors
  • Protecting your assets
  • Understanding capital gains
  • Establishing trusts and foundations
  • Probate and minimizing taxes
  • Executor responsibilities and choosing an executor
  • Tax Tips for Executors
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Module 10Death of a Spouse or Parent

Death is part of life – but often we do not plan appropriately for this definite outcome. Western society and cultural norms often dissuade us from discussing such a “morbid” topic. Effective yet compassionate conversations can help us plan appropriately for this final life event for our loved ones. In this module, we will cover […]

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Module 11Planning for Cognitive Impairment

Our ability to control our destiny, particularly as we age is an important concept for many seniors in Canada. For many though, issues relating to cognitive impairment can impact on our ability to act effectively as we plan for and execute our decisions in our later years. In this module, we will cover the following […]

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