Planned Giving

 

In celebration of our 50th anniversary, TWR has partnered with ADVISORS with Purpose. This partnership is a gift to you and provides you with the opportunity to work with an Estate Advisor. These Estate Advisors can help you think through your decisions regarding your estate and work with you to create a unique Estate Plan for your will that reflects your life, faith and values. These services are free to you, fully confidential, there are no obligations, and we promise that no one will sell you anything.

Who is a good fit for this service?

Anyone who has been praying about the way they can leave a legacy to the people and organizations they love. If you are starting from scratch or if you want to update your existing plan, someone from ADVISORS with Purpose would love to pray and talk with you as you consider these important next steps of your giving plan.

To get started, you can book an appointment with an advisor online using the link below or call 1-866-336-3315 to book a phone consultation.

Schedule an appointment

Upcoming ADVISORS with Purpose webinars:

2023: 

September 19th, 2023, 7:00 p.m. EST

Estate planning may not be the most glamorous topic, but it's essential for anyone who wants to secure their assets and help their loved ones. Please join us for this 45-minute webinar hosted by our partners at Advisors with Purpose that will help you understand the fundamentals of estate planning. It will cover everything from wills and powers of attorney to probate and taxes, providing you with the knowledge you need to make informed decisions about your estate. Whether you're just starting out or need to update your existing estate plan, this webinar is essential for anyone who wants to plan for their future and consider their legacy.

Register Here

September 20th, 2023, at 6:00 p.m. EST

Estate planning may not be the most glamorous topic, but it's essential for anyone who wants to secure their assets and help their loved ones. Please join us for this 45-minute webinar hosted by our partners at Advisors with Purpose that will help you understand the fundamentals of estate planning. It will cover everything from wills and powers of attorney to probate and taxes, providing you with the knowledge you need to make informed decisions about your estate. Whether you're just starting out or need to update your existing estate plan, this webinar is essential for anyone who wants to plan for their future and consider their legacy.

Register Here

October 3rd, 2023, at 8:30 p.m. EST

Planning for your principal residence may be simple, but perhaps you own a vacation property, a foreign property, a rental unit, undeveloped land, or other investment properties. How do you plan well for those in your Will? Our partners at Advisors with Purpose are hosting a webinar examining the tax implications and challenges of property ownership and how they can be best handled in your Will and Estate plan.

Register Here

October 24th, 2023, 8:00 p.m. EST

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.

We invite you to join our partners at Advisors with Purpose for this one-hour webinar hosted by Lorne Jackson and Mary Lynn Huizinga. They will discuss several situations and topics of concern to many people and how you can plan well for them.

Register Here

November 28th, 2023, 8:00 p.m. EST

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?

Register Here

 

2024:

January 23rd, 2024, 3:00 p.m. EST

Nearly 60% of families have done little to no planning, but it’s not too late to set up a plan. You may or may not have a Will, but is it up-to-date and complete? Have you chosen a good executor, and are they prepared for the job? Have you considered options for transferring your assets to your children or heirs in a way that is best for both of you? Have you considered the tax implications of registered assets and plan for those? Have you considered leaving charitable gifts in your Will? Have you spoken to your family about your choices, and do they know your wishes? Our partners at Advisors with Purpose are hosting a 45-minute webinar for those who are retired and want to make sure they have everything in place so they can live fully without the worry of those critical decisions having to be made.

Register Here

February 4th, 2024, 8:00 p.m. EST

You are invited to join us for a webinar from our partners at Advisors with Purpose that will look at how to successfully navigate a financial system based on debt. In particular, we will look at personal and consumer debt: when it might be necessary, how to know when and what to do when it becomes unsustainable, and how we can manage our finances and still be faithful stewards. The financial systems intended to help can actually bring you further into debt, but there are solutions, and there is hope.

Register Here

February 27th, 2024, 8:00 p.m. EST

In today's fast-paced world, it's easy to feel overwhelmed and uncertain about the future. Family dynamics can be challenging and complex. As family members interact with each other over time, they develop unique personalities, expectations, and communication styles. This can lead to conflicts and misunderstandings, especially during stress or change. Our partners at Advisors with Purpose are hosting a 45-minute webinar for those dealing or anticipating conflict in the planning of their Wills. Join us to learn how to mitigate any unforeseen challenges and create a plan that not only avoids conflict but perhaps encourages harmony.

Register Here

March 26th, 2024, 7:00 p.m. EST

Have you ever wondered how to align your faith and values in your Will or how to leave a legacy that makes a difference? It is possible. Our partners at Advisors with Purpose are hosting a 45-minute webinar that will help you consider how to plan a Will that looks after your loved ones, supports the charities you believe in, and communicates your faith and goals to those you leave behind.

Register Here

April 23rd, 2024, 8:00 p.m. EST

Are you struggling to align your financial and spiritual goals? Whether you want to reduce financial stress or cultivate a deeper understanding of biblical financial principles, this webinar is for you. In this webinar, hosted by our partners at Advisors with Purpose, you'll learn about the relationship between faith and finances and the importance of prayer, discernment, and godly wisdom when establishing and following your financial objectives.

Register Here

May 21st, 2024, 8:00 p.m. EST

Planning your will requires individual strategies depending on your life, your family, your finances, and your priorities. For women, it is vital that they understand the special considerations for them. Our partners are hosting this webinar specifically for women to discuss the questions and concerns affecting them and their families and help them shape their own legacies.

Register Here

June 12th, 2024, 8:00 p.m. EST

What are the specific planning items for business owners, and why is it essential to have a plan? This might include a shareholder agreement to address the death, disability, dispute, divorce, or departure of a shareholder. It might include thinking through an exit plan ahead of time. Are there potential buyers of the shares, or will the business be wound up on death or retirement? A plan is critical. Our partners at Advisors with Purpose are hosting a webinar to help you better understand the options and processes.

Register Here

June 24th, 2024, 8:00 p.m. EST

Navigating Wills and Estates can be challenging for everyone. It can be complicated if you are new to Canada and are less familiar with the terminology and the requirements. We'd like to

invite you to join us for a webinar hosted by Advisors with Purpose that will help you better understand and plan for your Will with special consideration to those who are first-generation Canadians.

Register Here