KABFSI
KABFSI
  • Home
  • About
  • Services
  • Contact Us
  • Explore Services
    • Estate Organization
    • Decluttering & Downsizing
    • Legacy Planning Education
    • Retirement Readiness
    • Workshops & Seminars
    • Corporate Presentations

Corporate Presentations & Lunch & Learn

Supporting Your Employees Through Life's Biggest Transitions


Customized Lunch & Learn sessions that help employees prepare for retirement and navigate the responsibilities of caring for aging loved ones.

Book a Session

What Corporate Sessions Include

Many employees are quietly dealing with the stress of aging parents, retirement uncertainty, or estate planning they have been putting off. A well-timed Lunch & Learn gives them practical knowledge and a clear path forward. Every session is customized to your workforce — we work with your HR team to identify the topics that will be most relevant and impactful for your employees.

  • Customized Lunch & Learn sessions tailored to your workforce
  • Retirement readiness education for employees approaching retirement
  • Caregiver resources and support for employees caring for aging parents
  • Estate planning conversations every family should have
  • Practical tools and takeaways employees can act on immediately
  • Available in-person or virtually for distributed teams

A Benefit That Makes a Real Difference

The "sandwich generation" — employees caring for both children and aging parents — is one of the fastest-growing segments of the Canadian workforce. These employees often face significant stress that affects their productivity and wellbeing.

Offering estate planning and caregiver education is a meaningful, low-cost benefit that shows employees you care about their whole lives — not just their work lives.

Common Questions

Please reach us at info@kabfsi.com if you cannot find an answer to your question.

Employees who are stressed about aging parents, retirement planning, or estate matters are less productive and more likely to take unplanned leave. Offering this education is a meaningful benefit that supports employee wellbeing and loyalty.


Yes. We tailor every corporate presentation to the specific needs and demographics of your workforce — whether that is a team of employees approaching retirement, a workforce with significant caregiver responsibilities, or a general lunch & learn audience.


Most Lunch & Learn sessions run 60–90 minutes, including time for questions. Longer half-day formats are also available for more in-depth coverage.


Important Notice

KABFSI provides education and organization services only. We do not provide legal, tax, financial, investment, or insurance advice. When needed, we work alongside lawyers, financial advisors, accountants, insurance professionals, and other trusted experts.

Ready to Book a Session?

Contact us to discuss your workforce's needs and we'll design a session that delivers real value.

Book a Session
  • Home
  • About
  • Services
  • Contact Us
  • Estate Organization
  • Decluttering & Downsizing
  • Legacy Planning Education
  • Retirement Readiness
  • Workshops & Seminars
  • Corporate Presentations

KABFSI

Copyright © 2026 KABFSI - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept