Your Next Step · A working session with Joe ven der Buhs

The idea / 01

A planning workbook, done in good company.

A morning together. The right kind of attention, the right kind of questions, and enough structure that you actually finish something.

Every person has a picture of their life in their head. The people they love, the things they own, the ones who depend on them, the wishes for what comes after. Most people never get it onto paper.

When something happens, a diagnosis, a move, a death, the people around us are left to guess. Often those guesses are wrong. Almost always, they are made under pressure.

The workshop is the working session where you put the picture on paper with someone who has helped hundreds of families do it. You do not need to have thought about it. You do not need to bring anything except the life you have.

Who it's for / 02

Three kinds of people often attend.

The session was built for people in a specific stretch of life. Kids are mostly grown. A business might be running. Retirement is closer than it used to be. The paperwork from a decade ago does not quite match the life being lived now.

01 / Families

Families preparing for the next stage.

Couples, parents, and grandparents who want the estate basics in order. Wills that match the current family, beneficiaries that line up with what you would actually want, and a plan the kids can follow.

02 / Business owners

Owners who have put off succession.

Four and a half hours to work through what happens when you step away, whether by choice or not. Shareholder agreements, buy-sell, the conversation with a partner or a child who may want in.

03 / Executors

Those who have been named.

Or those about to name someone. The duties checklist alone runs to sixty items. Understanding the role before the role is active makes everything that follows calmer for everyone involved.

The session / 03

A working session in the room, not a lecture.

A printed workbook on the table in front of you. Joe presents, you fill it in as you go, and the group works through questions as they come up.

0:00 · 0:45

Arrival and framing.

Coffee on the table. A short welcome from Joe, introductions so the room knows who is in it, and a framing of what the next four and a half hours will cover and what you will walk out with.

0:45 · 1:45

The workbook, sections one through five.

Who you are, who depends on you, what you own, what you owe, and what your current estate documents actually say. You fill it in as we go. The rest of the day builds on this.

1:45 · 2:00

Break.

Fifteen minutes. Stretch, coffee, water, a few private questions for Joe at the front of the room.

2:00 · 3:15

Estate, executor, and the conversations most people put off.

What a will actually does, what it does not, what intestacy looks like in your province, and why a signature from ten years ago might not cover the life you are living now. We look at your executor choice and whether it still makes sense.

3:15 · 4:15

Your situation · business, family, next steps.

For business owners, a dedicated block on succession, shareholder agreements, and tax. For families, a block on how to have the conversation with the people who will need to know what is in the workbook. Everyone writes their own next steps.

4:15 · 4:30

Close and book your follow-up.

You leave with a written plan in hand and your thirty-minute follow-up call with Joe already on the calendar.

What you leave with / 04

Three things in hand, not just ideas in your head.

The point of the day is to finish something. You leave with what you need to keep moving.

01

A written plan in hand.

Your completed workbook. Your picture on paper, in your own handwriting, in one place. Ready to sit on a shelf at home, in a file at the lawyer's office, or in the hands of the person who will one day need it.

02

A clear set of next steps.

The beneficiary form to fix. The lawyer call to book. The conversation with your business partner. Nothing vague, nothing generic. A short list of things you need to do and that you'll know how to do.

03

A thirty-minute follow-up with Joe.

Booked before you leave the room. Four weeks later. Time to work through whatever came up after you got home, and to close out anything you started. No extra charge.

Who is leading it / 05

Joe ven der Buhs.

Joe ven der Buhs · CEA · Saskatchewan

I have been in this industry for over 30 years. What I do now is shaped by what I have seen along the way, mostly how hard it is to ask for help when something you love is on the line. I try to make that part easier.

My job is to listen first. Most people come in uncertain. Sometimes a bit scared. The question is usually bigger than the thing they are asking about. I cannot promise to fix every problem. I can promise to hear you out and give you my honest take.

I spent four years presenting alongside oncologists, funeral directors, and the Development Office of the Archdiocese of Vancouver, walking families through estate planning and the realities of end-of-life care. The rooms filled up every time. It is the conversation nobody wants to start and everybody needs.

I want people to leave feeling like they sat down with a family member they respect. Someone who has seen a few things, cares about you, and will tell you straight.

CEA · Certified Executor Advisor CFP CLU CHS CPCA

Reserve your seat / 06

Save a chair in the room.

Twenty seats total. Your attendance confirmed when payment is received. Joe will be in touch within two business days and your workbook will be mailed to you.

Investment

$1,500

per family or business · workbook and follow-up call included

First name

Last name

Email

Phone

Mailing address

How many attending?

How did you hear about this?

What are you bringing to the workshop?

A boutique practice · Licensed across Western Canada & Ontario

Thanks. Joe will be in touch within two business days.

Your request has been sent. If you do not hear from Joe within two business days, send a note to joe@mountainstrongfinancial.ca and we will sort it out.

Questions / 07

Things people ask.

The $1,500 covers a family or a business, not per person. A couple pays once. A business owner and their partner pay once. The fee includes the printed workbook mailed to you ahead of time, the full four and a half hours in the room, and a thirty-minute follow-up call with Joe four weeks later.

No. Joe does not pitch products during the session. If you leave the workshop and decide later that you want to work with Joe on specific insurance or investment pieces, that is a separate conversation. The four and a half hours is about planning, not selling.

Bring yourselves and the workbook we mail you. If you have your current will, powers of attorney, or business shareholder agreement nearby, bring those too. You do not need to have read or prepared anything. The session is designed for people who have not.

The planning principles apply across Canada. The specific legal mechanics, probate, intestacy, and spousal rights, differ province by province. Joe is personally licensed in Saskatchewan, British Columbia, Alberta, Manitoba, and Ontario, and flags where each province treats things differently. For specific legal or tax advice in your province, your lawyer and accountant are the right call. Joe works alongside them, not instead of them.

Life happens. If you need to cancel more than two weeks out, we refund in full. Within two weeks, we hold your seat for the next workshop or refund half, your choice.

Yes. The workshop works especially well when the people who will one day carry out the plan are in the room too. Under the same family registration, adult children can attend at no extra cost.

Yes. We run private seminars for you and your family, coordinated separately from the public sessions. Sometimes you want to dive deeper, and a private session lets you take the conversation wherever it needs to go. Reach out and we will work out timing and format together.

Your Next Step.A working session.