MOVING IN THE RIGHT DIRECTION
“Creating certainty, comfort and peace of mind”

“Moving in the Right Direction” is a seminar designed to inform and educate seniors and their loved ones about the process of transitioning to a retirement home. Our goal is to create certainty, comfort and peace of mind in those making this transition. Participants will leave the seminar with practical and hands on information to make the transition easier and less stressful.


Topics Include:

  • Professionals in the real estate, legal and finance industries will present on the following topics:
  • What is the process of selling my house?
  • What do I need to know to make the process as easy and profitable as possible?
  • What are the legal steps necessary when selling your existing home and moving to a retirement residence?
  • What legal documents or legal advice is necessary when making this transition? 
  • What do I do with the proceeds from the sale of my home so I can move into a retirement community of my choice?
  • How do I determine if I’ll have enough money to pay my monthly expenses to live in a retirement community?
  • I want to leave a legacy for my family – how can I accomplish that?

Past Presentations

Chartwell Colonel Belcher Retirement Residence

We had a fabulous time meeting the seniors at the Colonel Belcher Retirement Residence in July.


If you and your group are interested in hosting a seminar, please contact Jennifer at 403-850-1841.

Presenters

Jennifer Sipkens is a Real Estate Associate with RE/MAX iRealty Innovations. Her love of real estate started with a one-bedroom condo in a great inner-city neighborhood, which turned into an income property when she purchased a townhouse in serious need of updating. Later she became a REALTOR® in large part due to her love of real estate, but also helping people with the largest transaction of their lives. The real estate market in Calgary is wonderfully dynamic, and while participating in the real estate market as a buyer or a seller can seem intimidating, it can also be a lot of fun. Jen will connect you with quality professionals who will help you through this process and, of course, will do all the due diligence at her end to make sure your interests are protected.


Jennifer Sipkens, REALTOR®

RE/MAX iRealty Innovations

jensipkens@gmail.com

403.850.1841


Angela Yee-Hamshaw has a passion for educating, finding solutions and striving to make the law accessible to clients. She obtained her business degree at the University of Calgary and her law degree at the University of Alberta.  She was called to the Alberta Bar in 1999. She is the past chair of the Canadian Bar Association – South Alberta Wills and Estate subsection and member of the executive.  She is a long-time member of STEP (Society of Trust and Estate Practitioners) which is an international organization for those practicing in the area of trusts and estates. Angela started her current private practice in 2006, and continues to help clients with real estate matters, estate planning (such as preparing Wills, EPAs and PDs), in addition to probate work and estate administration.


Angela Yee-Hamshaw, B.Comm, LLB, TEP

Real Legacy Law Office

angela@reallegacylaw.com

403.258.4400  ext. 228


As a licensed professional in the financial services industry, Sherri Johnson has built a strong client base focused on loyalty, trust and service. Since entering the industry in 2006, her goal has been to empower and educate individuals at every stage of their financial life.  She prides herself in the ability to work with clients to accumulate savings and determine strategies to preserve those funds during retirement. Sherri represents several major insurance/investment companies with an overall objective of offering individualized client solutions. Keeping your financial goals is a priority.


Sherri Johnson

Insurance & Financial Services

sjohnson.ifs@shaw.ca

403.464.3781


Catherine Leahy has been working in Financial Services for over 18 years.  She has been licensed since 2001 and has experience as a Branch Manager as well as training and mentoring other advisors. Catherine developed a love for working with “The Greatest Generation,” our Senior Citizens of Canada, early on in her career. Through her cash flow planning, tax and estate strategies, income stream designs and insurance solutions she creates security and confidence for her clients - their money will last a lifetime. She is a Certified Cash Flow Specialist, has a business degree and is currently finishing her Certified Financial Planner  (CFP) designation.


Catherine Leahy

Wealth Management/Life & Health Insurance

cleahyfinancial@gmail.com

403.796.6843


Sponsored by RBC Insurance – Wealth   

Rhealynne Ries joined the Wealth Team at RBC Insurance in January 2016. She has a Bachelor of Management majoring in Finance as well as her PFP and RRC. She is Life Licensed in Alberta, Manitoba and Ontario. With over 15 years industry experience, she has gained wealth experience and knowledge partnering with Financial Advisors through various distribution channels. She brings an understanding in financial planning, investment solutions and wealth management. Rhealynne is devoted to assisting her advisors provide tailored solutions and strategies to meet the unique needs of their clients.


Rhealynne Ries, Senior Sales Consultant – Wealth, Southern AB & MB with RBC Insurance

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