Seminar - Estate & Financial Planning

2026 Seminar - Estate & Financial Planning

April 18, 2026
41 attendees (30 Sacred Heartists with family members and friends, and 11 St Francis' Canossian College Alumni Association Ontario members and friends) joined the Estate and Financial Planning seminar we held in Carefirst Seniors & Community Services Association in Scarborough, Toronto.
Both of our speakers are Sacred Heartists :

Katherine Lam, Solicitor (Canada & Hong Kong), covered Will, health directives & Power of Attorney with Q&A.
Connie Leung, Financial Educator & Advisor, covered the cost of death, and plan ahead financially (including estate growth strategies and tax efficient wealth transfer techniques) with Q&A.

We invited Nancy Leung, Carefirst Director of Community Development and Wellness Program, to share with us Carefirst's recently announced community programs - "Access Clinic" (generally referred to as walk-in clinic), and "Community Care Clinic".