Information Session

Aging in Health and Wealth

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Proactive planning for the future
Space is limited. RSVP by Thursday, April 23, 2026.

Planning ahead can make all the difference - for your health, finances and family. You and a guest are invited to an exclusive, in-person event where we will explore how to navigate aging, caregiving, and financial decisions with confidence.

This event includes a Q&A, cocktail reception, and time to connect with speakers.

Our panel of specialists will share valuable insights on:

  • The connection between preventative health care and financial well-being
  • How early conversations about caregiving and estate planning can prevent reactive decisions and preserve family harmony.
  • Strategies to protect your well-being, wealth, and fund future care

Panelists:

  • Dr. Keri-Leigh Cassidy, Professor, Dalhousie University; Founder, Fountain of Health Association for Optimal Aging
  • Heather Hanson, Chief Strategy Officer, Shannex
  • Mallory Arnott, Estate and Trust Consultant, Scotiatrust, Scotia Wealth Management
  • Teresa Gannon, Senior Wealth Planner, Scotia Wealth Management

Event Details

Event Location

Lord Nelson Hotel & Suites
1515 South Park St
Halifax NS B3J 1G9
Canada