Friday May 9th | 2pm - 8pm
4pm
Julie Caldwell
Country Jewel Retreats & Conferences
Reclaim Your Life: Your Next Chapter Awaits
Are you standing at a crossroads, wondering what’s next? Whether you’re navigating a career shift, personal reinvention, or a major life transition, this session will help you take control of your future with confidence,
clarity, and purpose.
Through an engaging, hands-on experience, we’ll help you:
✅ Gain insight into what’s holding you back and how to break free
✅ Assess where you currently stand in your transition journey with the Next Chapter Quiz
✅ Identify what’s no longer serving you in your current chapter
✅ Visualize and define what you truly want in the next chapter of your life
✅ Explore key life areas—personal wellness, financial health, relationships, career, and experiences—to create a life that aligns with your values
✅ Walk away with a clear vision and small, intentional steps to create real momentum
What if a year from now, nothing has changed? Let’s make sure that doesn’t happen. Take this opportunity to reflect, reimagine, and step boldly into your next chapter!
Don’t miss this powerful session designed to inspire action and transformation!
5pm
Tina Clarmo
IG Wealth Management
Business Succession Seminar: Transitioning from Business Owner to Retiree
You’ve spent years growing your business, but how do you convert that into a secure
retirement?
Key points we will cover
1. The Who, What, When, Where and How of selling your business
2. Tax Strategies
3. Sole Proprietor v. Corporation v. Farming Operation
4. Selling to the next generation
Why Attend?
Join us for an overview on how we help business owners create a seamless exit
strategy that protects their hard-earned success. Whether you're planning to sell,
transfer to family, or close shop, this seminar provides the essential understanding you
need to retire with confidence.
This Session is Ideal for
From small family business owners to medium sized corporations, if you plan to retire in
a few years or a few decades, attend this seminar to understand how to transition out of
your business.
Saturday May 10th | 10am - 4pm
10am
David van Noppen
More Than Enough Financial
Financial Pitfalls: Are You Sabotaging Your Future with Debt?
How is your money helping you create the life you want to live? Is debt holding you back?
Financial Coach and Mortgage Agent David van Noppen from More Than Enough Financial will explore how debt in the sandwich generation can sabotage your future. He will provide practical tools for planning and debt repayment that will help you move into the next stage of your life.
11am
Tara-Lee Rodier
KB Travel
Journey Forward: Embracing Life’s Next Chapter Through Travel
As we enter this new, exciting stage of life, travel offers an incredible opportunity to embrace new hobbies, connect with loved ones across generations, and create lasting memories with friends and partners, or make new friends along the way. As agents who travel, we’re here to help you plan meaningful journeys that enhances this chapter of life, whether you’re exploring new passions or bonding with those closest to you.
12pm
Craig Tubman
Raymond James LTD.
Life Well Planned
Planning for the future doesn’t have to be overwhelming. In this session, I’ll show you how a well-structured retirement plan can help you reduce stress, minimize financial risks, and create long-term security. We’ll cover smart strategies for saving, investing, and managing uncertainty so you can enjoy retirement with confidence. A little planning today can make all the difference for your future self—let’s build a roadmap to a retirement that’s both secure and fulfilling.
1pm
Lisa Macleod
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My Next Chapter
Listen to Lisa Macleod share their journey, insights, and advice on embracing life’s next chapter. Whether it’s a career shift, personal growth, or a new adventure, their story will inspire and empower you to take the next step with confidence. Don’t miss this chance to hear from someone who’s been there and made it happen!
2pm
David Gallagher
IG Wealth Management
Estate Planning - Strategies to Ensure Your Loved Ones Get the Most from Your Estate
Planning your estate is more than just having a will—it’s about protecting your legacy and ensuring your loved ones receive the most from your estate. In this session, you’ll learn essential strategies for efficient estate planning, including:
Basics of Estate Planning
Fundamental principles and creating a well-structured plan.
Minimizing Tax Impact
Effective strategies to reduce the tax burden on your estate.
Insurance in Estate Planning
The role of insurance in providing financial security.
Estate Planning Road Map
Steps you can take today to start creating an estate plan.
Why Attend?
Experienced Insights: Valuable knowledge from industry professionals.
Practical Strategies: Actionable advice for your estate plan.
Peace of Mind: Ensure your loved ones are well taken care of.
This Session is Ideal For:
Small business Owners
Professionals
Individuals
Couples
Families
Sunday May 11th | 10am - 4pm
12pm
Julie Caldwell
Country Jewel Retreats & Conferences
Your Next Chapter Starts Now: Make Decisions That Align with Your Future
Ready to turn the page and step boldly into your next chapter? Whether you're navigating a career shift,
lifestyle change, or a fresh start, the choices you make today will shape the life you create tomorrow.
But how do you know you’re making the right decisions? How do you confidently choose the path that aligns with your values, goals, and vision for the future?
In this interactive, hands-on session, you’ll discover The Confident Choice Compass—a simple yet powerful tool designed to help you evaluate your options and make choices that feel right for YOU.
✅ Clarify what truly matters in your next chapter
✅ Learn a decision-making framework that eliminates doubt
✅ Gain the confidence to take action and move forward
What if a year from now, nothing has changed? Let’s make sure that doesn’t happen. Join us to take the
first step toward the life you truly want. Your next chapter starts now—let’s make it one you love!
1pm
Sam Laprade
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My Next Chapter
Listen to Sam share their journey, insights, and advice on embracing life’s next chapter. Whether it’s a career shift, personal growth, or a new adventure, their story will inspire and empower you to take the next step with confidence. Don’t miss this chance to hear from someone who’s been there and made it happen!
2pm
Tina Clarmo
IG Wealth Management
Retirement Seminar: How do I know I’ll be ok to retire?
When can I retire? How much will I need to retire? Will I outlive my money?
What to consider?
1. Income sources
2. Tax strategies
3. Your retirement lifestyle
4. Preparing for the unexpected
5. Investment strategies to weather the storm of bad markets
Why Attend
Our seminar on stress testing your retirement plan will help you identify potential risks,
from market downturns to unexpected expenses, ensuring your financial future stays
secure. Learn how to adjust and strengthen your plan so you can retire with confidence,
no matter what life throws your way.
This Session is Ideal for
You could be a couple decades from retirement, a couple of years from retirement, or
already enjoying retirement, this session will give you answers to your most common
retirement questions.