We are honored to welcome Elizabeth Nichols, Managing Director at CIBC Private Wealth Management, as our featured speaker.

With more than 25 years of experience in estate planning, trust administration, and wealth strategy, Elizabeth will share a practical and insightful conversation based on “The Practical Side of Aging Wisely”—a framework to help you and your family prepare for life’s transitions.

Topics include:

✔️ Choosing the right fiduciaries

✔️ Managing digital and physical assets

✔️ Planning for cognitive decline

✔️ Navigating healthcare and legal documentation

 Whether you’re planning for your own future or helping a loved one, this session is packed with actionable guidance to help you stay in control of your legacy. We hope you’ll join us for this meaningful discussion.