Are you part of the "Sandwich Generation"? Do you have questions about finances and your personal or family legacy?  This workshop is for you!
Upcoming Workshop Series
Financial Literacy for Seniors
A three-part workshop for seniors and their adult children exploring the topic of financial literacy for seniors.

Experts in family dynamics, wealth management and philanthropy will lead participants through an interactive workshop addressing key issues around:
  • The inter-generational conversations on wealth and inheritance
  • Get better at talking through the emotional issues
  • Flags to look for when supporting aging parents in their financial management
  • Articulating your legacy so that your "kids" hear you 
  • Organizing and sourcing the documents required to protect your family
Designed for individuals and families; you will leave with tools, resources and connections to help guide you through the sometimes muddy waters of financial literacy.


All sessions are from 9am - Noon

Session 1: 
September 16, 2016 -  "Are you Listening??!!"
- Navigating the tricky conversations of money, life choices and legacy
Presenter: Trudy Pelletier, FEA - Simply More Inc. - Family Dynamics Coach

Session 2: 
October 12, 2016 - "Money Matters and the Sandwich Generation"
Presenter: Gwen Becker,  CFP, CIM, FCSI at RBC Wealth Management Dominion Securities - Portfolio Manager & Wealth Advisor

Session 3: 
November 25, 2016 - "Passing on Family Treasures & Values" - The legacy and social capital conversations
Presenter: Gena Rotstein, Dexterity Consulting & Place2Give Foundation - Advisor in Philanthropy

Refreshments will be served
Kerby Centre
1133 7 Ave SW, 
Calgary, AB

*FREE parking and LRT access to front door
Tickets & to RSVP
Please click on the link to be directed to our Eventbrite page.

Single session - $40 + GST
Full series - $105 + GST

Price includes refreshsments and materials.

For more information please contact Luanne Whitmarsh (Kerby Centre) -  403-705-3251 or visit Dexterity Events website

Gwen Becker, CFP, CIM, FCSI at RBC Wealth Management Dominion Securities - Portfolio Manager & Wealth Advisor:  Gwen  facilitates and manages portfolios for individuals, institutions, charitable foundations and endowments. Drawing on over three and a half decades of experience, she works with investors seeking a customized, well-diversified investment strategy that focuses on protecting capital and achieving long-term growth, without exposure to unnecessary risk.

Trudy Pelletier, Simply More Inc. - Family dynamics and coach: 
Trudy is a Family Enterprise Advisor™ certificant and a Certified Executive Coach specializing in facilitating continuity planning and communication, specifically the difficult conversations. As a facilitator of Meaningful Dialogue™ - frank conversations about the tough issues - Trudy ensures each person is heard, seen and understood.  Trudy supports families who wish to achieve alignment, harmony and unity by leading strategic conversations that include vision, mission and values; both in business and family.  She empowers people to bring their "best selves" to the process while taking on the real challenges of succession planning.

Gena Rotstein, Dexterity Consulting - Advisor in Philanthropy:
Gena has been working with individuals, families and family-owned businesses alongside their financial and legal advisors helping them set up their charitable giving strategies and legacy plans since 2002.  
H olding an MA in non-profit management and a certified Family Enterpris e Advisor ™, she bridges the social needs of community and charities with t he legacy visions of donors and their families.

Thank you to our partners for making this workshop possible!
Kerby Centre for the 55+
1-866-936-GIVE (4483) | |