Are Your Affairs In Order? Estate Planning Basics

January 15, 2025

This free information session partnered Hendrickson Black LLP with local law firm Birdsell Grant LLP to provide the basics of estate planning to have your affairs in order prior to death, giving you peace of mind, and help ensure your wishes are honoured.

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Financial Literacy Series

September to November, 2024 

This 3-part free information series presented at AJMC discussed Planning for Your Retirement, Managing Your Finances in Retirement, and The Journey Out of Debt.

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Medical Expenses and the Disability Tax Credit

April 20, 2024 

This free information session presented at the Whitecourt Cancer Society event will explain in detail how to apply for the DTC, what other tax credits and benefits are available, and tips and traps related to claiming medical expenses on your personal income tax return.

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Wills and Estates and Funeral Pre-planning

March 6, 2024 in Whitecourt

Partnering with Affinity Funeral Homes, HB LLP will explain how to file and what to watch out for on final and estate income tax returns.

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Farm and Business Succession Planning Workshop

Jan 30, 2024 from 12-2pm at Peers Multiplex 

Feb 1, 2024 from 6-8pm at Evansburg Legion Hall

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​Estate Planning Basics

Jan 22, 2024

This free information session will talk about the differences between a will, power of attorney, and personal directive and the requirements of the decision-maker (Executor/Agent/Attorney) in each document. Participants will learn tax tips and traps and the different types of tax returns for someone who has passed away.

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Taxes. Pay Less!

Nov 29, 2023

Free presentation to learn the basics of tax law, how to develop effective strategies to minimize the tax you pay, how to be proactive in your tax planning, the benefits of detailed record-keeping and, the three main categories for tax planning: reducing income subject to tax, maximizing deductions, and using all allowable tax credits to save you money.

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Farm & Business Succession Planning Workshop

Feb 16, 2023

The County encourages farmers and business owners to take advantage of this opportunity to gain valuable information and insights on how to successfully transfer ownership of their farm or business to a new owner or family member. Start planning today and ensure a smooth transition for your agribusiness.

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Tax Savings Tips... Could you pay less?

Jan 12, 2023

Confused by the ever-changing tax laws? With this free session you can learn how to be proactive in your tax planning and record-keeping. Find out about the three main categories for tax planning: reducing income subject to tax, maximizing deductions, and using all allowable tax credits.

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Ten Healthy Habits of Financial Management

Jan 10, 2023

Get ready to examine ten healthy financial habits that will improve the way you manage your finances. Goal-setting, tools and resources will be provided. Can you afford to miss it?

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