The Living Legacy: Transforming Property Value into Retirement Freedom

Jun 17, 2026 06:30 PM Mountain Daylight Time - Jun 17, 2026 08:00 PM Mountain Daylight Time

Many families find themselves "house rich but cash poor," overlooking the strategic potential of their property to fund retirement or a family legacy. This seminar provides a roadmap to navigating the landscape of property equity to unlock life's next chapter without the need for a forced sale. Allie O’Neill, CFP®, will demonstrate how she coordinates specialized lending and tax-efficient strategies to transform "trapped wealth" into cash flexibility. We will showcase how a unified team of Wealth, Lending, and Tax professionals work in tandem to protect your financial "why" and secure your family’s future. Join us to learn actionable insights on capital gains and tax-efficient borrowing that could enhance your retirement freedom.

RSVP RSVP to The Living Legacy: Transforming Property Value into Retirement Freedom

Building Your Farm’s Future: Expert Estate & Transition Guidance

Mar 25, 2026 06:30 PM Mountain Daylight Time - Mar 25, 2026 08:00 PM Mountain Daylight Time

Don’t leave your family’s legacy to chance! Join us for an engaging seminar where leading professionals deliver practical strategies for farm transition and estate planning. Discover how to protect your assets, avoid common pitfalls, and set your farm up for long-term success. Network with other farm owners and get answers to your most pressing questions. Reserve your spot today—space is limited!

RSVP RSVP to Building Your Farm’s Future: Expert Estate & Transition Guidance

CAN YOU AFFORD TO HAND OVER THE KEYS?

Nov 04, 2026 06:00 PM Mountain Standard Time - Nov 05, 2026 03:30 PM Mountain Standard Time

How to Build Independent Retirement Cash Flow and Help Protect Your Family Farm from Unnecessary Tax

About This Seminar

For most Alberta farm families, your land is your life’s work—and your single greatest asset. But when it comes to planning the future of the operation, the biggest obstacle isn’t a lack of desire to pass it on. It’s the fear of stepping away and losing the steady cash flow and financial independence you’ve spent decades building.

True farm succession doesn’t begin with legal contracts or tax forms, it begins with securing your own comfortable, reliable retirement first.

Join Wealth Advisor Allie O’Neill, CFP®, and guest tax professional Alana Wright, CPA, CA (Partner, MNP), for an exclusive, practical seminar designed specifically for agricultural producers and farm families. We’ll skip the corporate jargon to tackle the real financial questions that keep producers awake at night.

What You Will Learn

• The Retirement Cash Flow Blueprint: How to separate your personal monthly income from the farm operating account so you never have to worry about cash flow after stepping back.
• Decoupling From Farm Risk: Strategies to build personal wealth outside the daily operation without jeopardizing family farm viability.
• Essential Farm Tax Rollovers: Proactive tax planning, utilizing the Lifetime Capital Gains Exemption (LCGE), and structuring transfers so you don’t hand over millions to the CRA.
• Fairness vs. Equality: How to balance transition plans fairly between on-farm successor children and non-farming kids without breaking up quarters.
• Open Q&A Panel: Get direct, honest answers from wealth and tax specialists during our extended floor discussion.

 

Reserve Your Seats

Seating is strictly limited to keep the discussion interactive and comfortable. We strongly encourage you to attend with your spouse and the incoming successor generation.

RSVP RSVP to CAN YOU AFFORD TO HAND OVER THE KEYS?

Will the Farm Be Ready When You Are?

Nov 18, 2026 12:00 PM Mountain Standard Time - Nov 18, 2026 01:00 PM Mountain Standard Time

Will the Farm Be Ready When You Are?
A Beginner's Financial Guide to Taking Over the Family Operation

 

About the Event

Taking over the family farm takes more than passion and long days in the field, it starts with an honest look at the numbers.

Many young farmers spend years operating equipment and managing day-to-day chores without ever seeing the farm's actual books. This Lunch & Learn is designed specifically for college ag students preparing to step into the future of their family operation. We skip the corporate jargon and dry tax codes to break down the foundational financial concepts every beginner needs to know before taking the reins.

Most importantly, you will walk away with a practical framework and low-pressure questions to bring the business conversation home to the kitchen table - because when it comes to succession planning, it is never too early to start.

Session Format

• 30-Minute Presentation: High-level, beginner-friendly financial education.
• 30-Minute Lunch & Open Q&A: Enjoy a complimentary lunch while asking your questions in an open, relaxed setting.

Reserve Your Seat: Space is limited to ensure plenty of room for discussion. Please complete the form below to reserve your spot and help us plan for catering.

RSVP RSVP to Will the Farm Be Ready When You Are?