• Living Well, Leaving Well: Balancing Client Lifestyle Needs with Legacy Goals

    |

    Today’s Canadian clients aged 55+ are looking for balance, they want to enjoy the wealth they’ve built without jeopardizing the legacy they hope to leave behind.

    As a trusted financial professional, your guidance can help them do both.

    Join Pattie Lovett-Reid, Chief Financial Commentator at HomeEquity Bank, alongside Dr. Sam Sivarajan, Behavioral Finance Expert and former $80B Wealth Executive, and Jeff Thorsteinson, VP, Wealth Distribution, for an exclusive webinar: Living Well, Leaving Well: Balancing Client Lifestyle Needs with Legacy Goals.

    In this engaging session, you’ll gain insight into:

    • The latest trends in how Canadians 55+ think about money, freedom, purpose, and legacy
    • Strategies and behavioral frameworks to help clients balance lifestyle spending with long-term estate goals
    • Funding solutions for living inheritances, home care, and emergencies without fear of outliving their wealth
    • Practical tools to deepen trust and move from transactional advice to transformational planning
    • How the CHIP Reverse Mortgage fits into a holistic wealth and legacy strategy

     Plus, this webinar may be eligible for CE credits. 

     Reserve your spot today and help your clients live well—and make plans to leave well.




    Welcome & Introductions

    Join moderator Pattie Lovett-Reid as she sets the stage for a timely conversation on how financial professionals can better support today’s 55+ clients, helping them live well now, while planning their legacy with confidence.

    Understanding the Modern 55+ Client

    Today’s clients aren’t just planning for the future, they’re focused on living well now. We’ll unpack the latest trends shaping how Canadians 55+ think about money, including a growing focus on freedom, purpose, and balancing lifestyle with legacy.

    Behavioral Finance Meets Legacy Planning

    Dr. Sam Sivarajan offers a powerful lens into how mindset, emotion, and uncertainty shape the financial choices people make. Learn how to guide clients through complex planning conversations with empathy, clarity, and confidence.

    Building Stronger Client Relationships

    Discover how to turn everyday planning into meaningful, values-based engagement. We’ll share strategies for earning deeper trust, uncovering what truly matters to clients, and shifting from transactional advice to lasting impact.

    How the CHIP Reverse Mortgage Fits In

    Explore how CHIP can be a powerful tool in a client’s overall plan, whether it’s unlocking equity to age in place, support caregiving, or gift a “living inheritance.” You’ll also see how it can help bring the next generation into the planning conversation today.