Bringing Legacy Education to Your Community
Engaging, practical estate planning seminars, legacy planning workshops, and retirement readiness workshops — delivered to your group, at your location, in person or virtually.
Seniors' residences and retirement communities often host estate planning seminars and legacy planning workshops. Churches and faith communities, along with community organizations and service clubs, can also benefit from offering retirement readiness workshops. Additionally, retirement groups and associations, businesses and HR teams, as well as professional associations, play a crucial role in promoting these valuable educational opportunities.
Seniors' residences and retirement communities often host estate planning seminars and legacy planning workshops. Churches and faith communities, along with community organizations and service clubs, can also benefit from offering retirement readiness workshops. Additionally, retirement groups and associations, businesses and HR teams, as well as professional associations, play a crucial role in promoting these valuable educational opportunities.
Bringing Legacy Education to Your Community
Engaging, practical estate planning seminars, legacy planning workshops, and retirement readiness workshops — delivered to your group, at your location, in person or virtually.
Please reach us at info@kabfsi.com if you cannot find an answer to your question.
Workshop length is flexible and can be customized to your group's needs — from a 60-minute overview to a half-day deep dive. We work with you to find the right format.
Yes. We offer both in-person and virtual workshop formats to accommodate groups of all sizes and locations across Canada.
We work with groups of all sizes — from small community gatherings to large organizational events. Contact us to discuss what works best for your group.
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.
Contact us to discuss topics, format, and scheduling for our estate planning seminars, legacy planning workshops, and retirement readiness workshops — we'll customize the session specifically for your audience.
KABFSI