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Faith and Finances

The Archdiocese partners with an organization called Advisors with Purpose. This organization offers financial advisors who can provide faith based, compassionate help with the often daunting task of estate planning.  Each month they offer free online webinars on finance topics.  See the information on their upcoming webinars below: 

Estate Planning – Giving you Peace of Mind – Lorne Jackson & Mary Lynn Huizinga

October 24, 2023, 8 pm Eastern

When it comes to all the to-dos in our life, getting our things in order and creating a will tends to be one of the things we put off until another day.  There are many reasons why we procrastinate, but we are often worried about some difficult decisions to make, and we aren't sure where to go for help.  When asked, people stated ‘Peace of Mind’ as the first benefit of completing their will and estate plan. The satisfaction of knowing that a plan is in place, your will is well designed, you have taken care of your loved ones, the hard decisions are made, and your Will reflects your goals and values can put your heart and mind at ease.

Link to register calendly.com/awpwebinar/estate-planning-giving-you-peace-of-mind-oct-24-2023

 

Estate Planning for Millennials: What You Need to Know - Abraham Somavarapha

November 28, 2023, 8 pm Eastern

In the busyness of life, navigating the complexities of estate planning doesn’t seem like a priority. Still, if you have a family, a home, or savings, it is essential to have a plan and Will in place to protect your loved ones and safeguard your assets. Our expert advice and actionable tips will help you plan well and avoid common pitfalls affecting millennials. So why wait? Please join us for this 45-minute webinar hosted by our partners at Advisors with Purpose. With Abraham at the helm, you can expect an entertaining and informative session that won't put you to sleep. So what are you waiting for?

Link to register calendly.com/awpwebinar/estate-planning-for-millennials-nov-28-2023?month=2023-11

 

Who are Advisors with Purpose?

Their full name is Advisors with Purpose Financial Discipleship Canada and their aim is to help disciples nationwide consider their finances through the lens of faith. They partner with charities and churches nationwide to offer free and confidential estate plans for their donors/supporters.

  • The service is absolutely free, there is no obligation, and none of the advisors will try to sell you anything.
  • The Archdiocese of Halifax-Yarmouth pays for this service so that there is no cost to parishes or parishioners.
  • They currently work with Catholic Christian Outreach (CCO), The Mustard Seed, and Trinity Western University in British Columbia.
  • This is a way to consider the stewardship of your finances in keeping with your faith values.

To find out more about Advisors with Purpose visit: www.advisorswithpurpose.ca

Estate Planning

The Archdiocese of Halifax - Yarmouth has partnered with ADVISORS Advisors with purposewith Purpose to offer you the opportunity to work with an Estate Advisor who can help you think through your decisions regarding your estate, and create for you a unique Estate Plan for your will that reflects your life, faith and values. These services are free to you, fully confidential, there is no obligation and we promise that no one will sell you anything.

To get started, click here to schedule an appointment with an advisor