Time frame: 60 mins Learning objectives for participants: understand the what and why of estate planning learn about the various tools of estate planning powers of attorney wills joint accounts gifting trust define dying without a will highlight facts on life insurance Outline: What is estate planning? estate planning process key ideas tools and aids Q&A Learning materials: Planning for the End of Life Guide (CPA Canada) — provides the tools and information needed for retirement planning Questions? For questions, please email us. Want a session in your area? We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit. Request guidelines: 12 weeks’ notice needed to setup a session. Requests must be submitted by the request deadline. If more than five sessions are needed, please contact us directly. For more information, visit setting up a financial literacy session.