The Last Act: Closing the Books on your Finances
Getting your final affairs in order is an often-overlooked component of financial planning, it’s time to change that.
Have you written a will? Or is it time to update your will? Do you know the process behind settling an estate or creating a trust? Many Canadians wait too long to make the financial decisions that matter at the end of their lives. Find out how you can act today to plan for the inevitable.
You will learn about
- The importance of writing a will and how to get started
- Settling an estate
- Creating a trust
- Minimizing conflict and disputes among family members
- Cutting costs and unexpected expenses along the way
- Strategies for seeking assistance
- Tax reduction strategies
Presenters
Kimberley Short, CIM, CFP, FCSI, MFA-P
Kimberley is a portfolio manager and senior wealth advisor at ShortFinancial with iA Private Wealth and partner at ShortFinancial.
Over the years, Kimberley has achieved numerous professional designations including Trust and Estate Practitioner (TEP), Certified Financial Planner® professional (CFP®), Chartered Investment Manager (CIM®), Master Financial Advisor — Philanthropy (MFA-P™), and licensed insurance advisor with iA Private Wealth Insurance. Kimberley has also earned one of the most senior credentials in Canadian Financial services — Fellow of the Canadian Security Institute (FCSI®).
Kimberley prides herself on supporting her clients by providing in-depth counsel on managing some of the more challenging financial life stage changes and transitions.
Born in St. John’s and later raised in Ottawa, Kimberley attended the business schools of Memorial University of Newfoundland and the University of Western Ontario. Kimberley’s previous work experience spans from Ontario to Newfoundland and Labrador and includes the role of chief financial officer for one of the largest charities in Newfoundland and Labrador. Kimberley is an advocate for financial literacy and has co-authored The Last Act with that end in mind. She believes that coaching her clients in developing strong financial skills is instrumental to them reaching their life goals.
Larry Short, CPA, CGA
Larry was born and raised in Carbonear, Newfoundland and Labrador and graduated in 1981 with a Bachelor of Commerce (B.Comm) degree from Memorial University of Newfoundland. He worked as a finance manager with Newfoundland Telephone while he obtained his Certified General Accountant (CGA) designation. In 1988, he began working as an investment advisor at RBC Dominion Securities.
Larry moved to TD Waterhouse in 2002 as Senior Investment Advisor and Vice-President. In 2008, wanting to make a fundamental change in his wealth management practice, Larry and his team moved to Dundee Wealth and established ShortFinancial. The growth of his team continued, expanding to include Curtis Porter and Kimberley Short as Partners at ShortFinancial, now with iA Private Wealth.
Larry's wealth management practice is in its 34th year of business. Over the years, Larry has worked and achieved numerous professional designations including, Certified Financial Planner® Professional (CFP®), Certified Investment Manager (CIM®), as well as portfolio manager. Larry’s commitment to continuing education continues to serve his practice and his clients well. One of Larry’s core values is his belief in the need to enhance financial literacy for all. Larry is the author of In Short: Successful Investing During Turbulent Times (iUniverse, Inc. 2012), and In Short: Secrets to Make Your Dollars Grow (Doubleday 1998).
Moderator
Michael Deepwell TEP, CPA, CA,CFP
Principal, Lamp Financial Inc
Michael is an independent financial practitioner and educator. He helps clients with tax, accounting, and business matters, as well as preparing comprehensive financial plans and end of life plans. He enjoys simplifying complex financial topics with everyday examples and illustrations.
Michael is a regular guest speaker and instructor sharing on personal finances, income taxes, insurance, savings and retirement planning. He is an active member in his community, serving on boards and committees. He considers it an honour to be involved as a CPA Financial Literacy Volunteer and Area Leader since the beginning of the program.
Event Details
Date
Venue