Advance Planning Estate & Memorial Presentation

Wills and Estate Planning

The legal and financial world around estate, wills, and legacy can be confusing. This talk will clarify the roles and responsibilities of being an executor. We will discuss how to make sure your family is left with as much as possible while giving to the charities you care about. We will discuss some important features to keep in mind when writing a will as well as what to do after you have already completed your will.

Speaker: Rick Lam

As an active parishioner of Corpus Christi Parish for almost 30 years, Rick Lam has been dedicated to bringing financial planning support to the Catholic community. Bringing over 30 years of experience as an independent insurance and investment advisor as a Chartered Accountant, Certified Financial Planner, Chartered Life Underwriter (CLU), and Elder Planning Counsellor (EPC), Rick is also one of three financial planners appointed by Archbishop Miller to help the employees of RCAV and CISVA who participate in the pension plan. For Rick, his clients' interests always come first, and he continues to find new ways to improve things for his clients..

Contact

Michael Mahony
mmahony@rcav.org

This free presentation offers a Catholic perspective on advance care planning, estates, wills, legacy, meaningful funerals and memorialization. Our expert presenters will share wisdom and practical advice you need to plan ahead with peace of mind. There will be time at the end for questions and answers.

15 mins.

Advance Care Planning

15 mins.

This talk will offer a professional Catholic perspective on how to write your wishes and values for future health care treatment in the event you become incapable of deciding for yourself. Robert Breen will share practical tips and experiences on preventative measures and resources about advance care planning. 

Speaker: Robert Breen

Robert Breen, CD, OSJ, MSc, ICD.D. Bob has over 48 years in healthcare leadership including roles as a hospital CEO, a regional Chief Operating Officer, President of western Canada’s largest community clinical laboratory, Chief Project Officer of the BC Children’s and Women’s Redevelopment and CEO of a 275-bed faith-based campus of care for seniors. Bob is now the Executive Director of the Denominational Health Association and the Catholic Health Association of BC where he continues to work with faith-based health care providers. Bob spent 6 years on the Board of the Burnaby Hospital Foundation, including two years as the Chair. He has also been involved in youth sports for both soccer and hockey and currently serves as a board member of the Canadian Association of Long Term Care, SafeCare BC and Little Mountain Housing Society. A native of Saint John, NB, Bob completed his undergraduate studies at S. Mary’s University in Halifax and his MSc in Health Care Planning from UBC.

Planning Meaningful Funerals & Sacred Burial

15 mins.

This talk provides inspiration and practical information about the funeral rite and sacred burial. Making pre-need burial and funeral arrangements today ensures important decisions will not be made in a time of sorrow. Preparation is an act of care for the family.

Speakers: Peter Nobes

Peter is the Director of Catholic cemeteries, a ministry of hope and healing. He will share insights and wisdom from his tenure managing the Gardens of Gethsemani. He’ll speak to the importance of preparation and how our Church offers hope and meaning in the beauty of the funeral Mass followed by sacred burial. Peter will offer insights from his thesis work, “Life without End.”

Attendees of this Advance Care Planning presentation are eligible to receive: 

• Catholic’s benefit from 20% burial benefit toward their pre-need purchase of burial space at Gardens of Gethsemani, the only full-service Catholic Cemetery of the Archdiocese of Vancouver
• Free 1-1 consultation with a professional estate planner at a later date.
  

Thursday, Sept 21st. at 6:30 - 8:30 pm

Canadian Martyrs Parish, Richmond 

This talk provides a perspective on the importance and benefits of Leaving a Legacy through Planned Giving. It defines Planned Giving for the Church as a future gift from your Estate. It describes the different Ways to Give. It brings the idea down to earth through concrete examples that will inspire you to consider the concept of Planned Giving. It may not be a remote idea after all. It helps you appreciate where your gift will go and the beneficiaries in your beloved Parish or favourite Archdiocesan Charity or Ministry. It will guide you with tools to do your Legacy Planning and how to indicate the beneficiary in your Will.

A Legacy - Planned Giving 

Speakers: Goergiana Gamboa

Georgia is the Associate Director for Planned Giving at the Development Office of the Archdiocese of Vancouver. She holds a Master of Arts in Economics degree and brings over 13 years of experience in senior leadership roles in the Banking and Finance industry. She took a deep dive into Fundraising by finishing a course by the Association of Fundraising Professionals. She is a passionate “warrior for Christ,” having been a missionary as a family in Karachi, Pakistan, for one year, with her family of two kids while she and her husband were in their mid-30s. She enjoys serving the Church and is an active member of Church ministries, including the Ablaze Prayer Group at St. Mary’s Parish and Opus Dei Recollections in Richmond.