Welcome to our free FAMILIES & FINANCE workshop series. We certainly hope that you can attend one of our workshops! 

Here’s your chance to get some great tips and ask professionals about the many questions that come up during your big life transitions!

We are ready, willing and able to provide you with the answers and direction that you need for the topics listed here and more.

If you are facing any of these times in your life, or know someone that is, please attend our free workshops.

This workhop series to be held at:

Whitby Centennial Building  6:30-9:00pm
416 Centre S, Whitby, ON L1N 4W2 

RSVP required

Join us at any one or all of our upcoming workshops HOSTED BY: 

 Julie Gill, Family Mediator - Families First Mediation 

Jon Bowles, Financial Consultant - Investors Group Financial Services Inc. 

Kim Downey, Real Estate Broker - Sutton Group Heritage Realty Inc. 

Marie Michaels, Family Lawyer - Marie G. Michaels & Associates 

Patrick Morrissey, Estates Lawyer  - Patrick Morrissey, Barrister & Solicitor


Starting Out - June 14, 2016

Joint accounts, conversations around money, insurance, your first home, cohabitation and pre-nup agreements

Managing Your Family - July 12, 2016

Common-law vs. married, building your wealth, debt management, conflict communication and receiving inheritances

Estate Planning - August 9, 2016

Wills & guardians, power of attorney, estates & selling the home, common law vs. married, insurance and difficult family conversations

Divorce/Separation & Starting Over - September 13, 2016

Paying child support and/or spousal support, living on 50%, registered accounts & pensions, the marital home and dealing with your ex

Blended Families - October 18, 2016

Protecting what you have – wills & cohabitation agreements, merging 2 families & conflict, joint or separate finances, sharing children’s costs and responsibilities

Retirement - November 15, 2016

Succession planning, power of attorney, living on less, downsizing or living with family, spousal support and pensions