In celebration of our 50th anniversary, TWR has partnered with ADVISORS with Purpose. This partnership is a gift to you and provides you with the opportunity to work with an Estate Advisor. These Estate Advisors can help you think through your decisions regarding your estate and work with you to create a unique Estate Plan for your will that reflects your life, faith and values. These services are free to you, fully confidential, there are no obligations, and we promise that no one will sell you anything.
Who is a good fit for this service?
Anyone who has been praying about the way they can leave a legacy to the people and organizations they love. If you are starting from scratch or if you want to update your existing plan, someone from ADVISORS with Purpose would love to pray and talk with you as you consider these important next steps of your giving plan.
To get started, you can book an appointment with an advisor online using the link below or call 1-866-336-3315 to book a phone consultation.
Upcoming ADVISORS with Purpose webinars:
2024:
Estate Planning - What Women Need to Know
May 21st, 2024, 8:00 p.m. EST
Planning your will requires individual strategies depending on your life, your family, your finances, and your priorities. For women, it is vital that they understand the special considerations for them. Our partners are hosting this webinar specifically for women to discuss the questions and concerns affecting them and their families and help them shape their own legacies.
Planning Well for Your Business
June 12th, 2024, 8:00 p.m. EST
What are the specific planning items for business owners, and why is it essential to have a plan? This might include a shareholder agreement to address the death, disability, dispute, divorce, or departure of a shareholder. It might include thinking through an exit plan ahead of time. Are there potential buyers of the shares, or will the business be wound up on death or retirement? A plan is critical. Our partners at Advisors with Purpose are hosting a webinar to help you better understand the options and processes.
Will Planning for New Canadians
June 24th, 2024, 8:00 p.m. EST
Navigating Wills and Estates can be challenging for everyone. It can be complicated if you are new to Canada and are less familiar with the terminology and the requirements. We'd like to
invite you to join us for a webinar hosted by Advisors with Purpose that will help you better understand and plan for your Will with special consideration to those who are first-generation Canadians.
