Estate Planning
Financial Wellness Workshop by CPA Canada
March 24, 2026 | 1-2 pm ET | 10-11 am PT | Zoom
Overview
Learn how to create a thoughtful plan to distribute your assets during your lifetime or after death. Having a plan in place helps ensure your wishes are honoured and can significantly reduce the time, cost, and stress for those you care about.
Estate planning is about deciding what happens to your money and belongings after you pass away, and who can make decisions for you if you can’t. It usually involves documents such as a will, powers of attorney, and, sometimes, a trust to make your wishes clear and avoid confusion. Estate planning can also help you get your current finances in order.
Who Should Attend
This session is for anyone interested in learning the basics of estate planning, no matter where you’re starting from.
Key Takeaways
- Understanding the what and why of estate planning
- Learning about the various tools of estate planning:
- powers of attorney
- wills
- joint accounts
- gifting
- trust
- Defining dying without a will
- Reviewing facts on life insurance
Important Note
Our workshops are intended to provide general information and strategies and do not offer personalized advice. The expert may not be able to answer all the participants’ questions. This workshop is presented through CPA Canada’s Financial Literacy Program.
Accessibility
ASL interpretation, closed captions, and translated captions (35 languages) are available. If you require additional accommodations to make this event accessible for you, please get in touch, and we will do our best to meet your needs.
Recording
This event will be recorded. The link to the replay will be provided to all who sign up.
Register Now
Facilitator Bio
Nick Pawliwec, MBA, CPA (CGA), CPA (DE), CISA, CFE, CSQA
Nick Pawliwec (he/him) retired in 2023 after a 32-year career at CIBC and 12 years with BNP (Banque Nationale de Paris) Canada, bringing more than 44 years of banking experience. Over the course of his career, he held roles across Technology, Finance Controllership, BNP Inspection, Governance & Controls, and Internal Audit. He holds an MBA in Finance and MIS from McGill University, a Bachelor of Commerce in Economics and Finance, and several professional designations.
Nick has extensive volunteer experience with nonprofit boards, including fundraising and event coordination. He currently serves on the Finance Committee for the Newman Centre at the University of Toronto, volunteers with CPA Canada’s Financial Literacy Program, and contributes to the Education Events Committee for the Information Systems Audit & Control Association (ISACA) Toronto Chapter.
