The Missing Keys in Estate Planning: Beyond the Documents

Estate planning is never just about paperwork. Families today are facing new and complex challenges as loved ones age, downsize, and transition. Trusted advisors are often called on to guide not only the legal aspects but also the very human side of these moments.

Join us for an evening with Lisa Maragh, founder of Your Senior’s Concierge, who will share insights from her work supporting seniors and their families through relocations, estate clear-outs, and life’s in-between transitions. Through stories and practical observations, Lisa will highlight often-overlooked elements that can make all the difference in the client experience.

About the Speaker

Lisa Maragh is the founder of Your Senior’s Concierge, a Calgary-based service dedicated to helping seniors live their best life on their own terms. With over 30 years of experience in communications and project management, Lisa brings a unique perspective on blending professional expertise with empathy, process, and people-first solutions. Inspired by her 100-year-old grandmother, she is passionate about ensuring that transitions are handled with dignity, compassion, and clarity.

Join us for an informative and problem-solving session that will expand your perspective on what clients truly need during times of change.

You’re welcome to submit your questions ahead of the event by clicking the link below or copying it into your browser:

 https://go.yourseniorsconcierge.com/step---support-through-every-project

YOUR REGISTRATION OPTIONS ARE: Registration is required for in person attendance.

REMINDER:  If you are a Member paying the ALL INCLUSIVE annual rate, you must still register for the event at no charge.