Plan Smart, Retire Well: Downsizing
Your next chapter starts with one morning!
May 30th, 2026 at 10:30am
What you need to know about financial planning, downsizing and retirement in the Calgary area
Enjoy this free in-person event at Wellings of Calgary
120 NA’A CRESCENT SW CALGARY AB T3H 6J1
Registration closes May 28th!
4 industry professionals share their insights with you: whether you’re planning your own retirement or supporting an aging family member, you’ll receive information on downsizing (how to sort your belongings with care), retirement living options (is it time to move or do you age-in-place), and financial guidance for your senior years.
Align your finances, housing choices and lifestyle so that your next chapter supports a life you love.
Enjoy the 60-minute presentation and then stay and have your questions answered in a casual atmosphere by the presenters:
Candace Erlenbach is a Licensed Insurance Broker and Financial Educator who helps individuals and families build clarity, confidence, and security around their finances. With a professional yet approachable style, she specializes in simplifying complex financial concepts so clients feel empowered to make informed decisions about protection, savings, and long-term planning. Known for her integrity and genuine care, Candace has built a reputation for helping women create financial stability during life’s transitions — turning uncertainty into confidence and possibility.
Shannon Gervais is a Calgary-based licensed mortgage broker with Indi Mortgage who helps individuals and families navigate major mortgage decisions with confidence. Whether you’re buying your first home or are a seasoned investor, Shannon provides tailored financing solutions to fit your goals. She also specializes in mortgage renewals, refinancing, and reverse mortgages. Her approach is practical, client-focused, and grounded in clear, honest advice.
As a Seniors Real Estate Specialist® with MaxWell Canyon Creek, Stephanie Ogilvie specializes in working with clients aged 50 and over. She understands the unique needs and concerns that come with transitioning from one home to another. Whether you’re downsizing, relocating closer to family, or helping a parent(s) sell their home, Stephanie’s goal is to make the process of selling as seamless and stress-free as possible for you, providing patience, guidance and support every step of the way.
Joyce Tanguay assists Calgary and area seniors in managing the physical and emotional demands of downsizing and sorting through a lifetime of memories and possessions. Her compassionate-led support makes the often overwhelming demands of decluttering simple and manageable. Joyce facilitates the steps involved in moving from one home to another through identifying local resources to support the move. She brings warmth and understanding along with vibrant energy and enthusiasm for working with her clients.
Enjoy an informative morning and an opportunity to explore the warm and inviting vibrant new 55+ community that is Wellings of Calgary!
Stay after the session and take a tour of the stunning suites and amenities. Or have lunch in the dining room! Experience what retirement living could look like for you.
We look forward to meeting you and supporting you along your retirement journey!
Frequently asked questions:
How long is the event?
The presentation runs for 60 minutes, followed by an open Q&A with all four speakers. You’re welcome to stay as long as you like — there’s no rush out the door.
Will there be refreshments?
Yes! Light refreshments will be served. After the session, you’re also welcome to stay for lunch in the Wellings of Calgary dining room and experience the community firsthand. (Lunch is not included)
Is parking available?
Yes — complimentary underground parking is available at Wellings of Calgary (120 Na’a Crescent SW). No need to worry about finding street parking.
Is this a sales pitch?
Not at all. This is a genuine community event designed to give you real, practical information. Our four speakers are here to educate and answer your questions — there’s no pressure, no obligation, and no hard sell.
Do I need to bring anything?
Just yourself and any questions you’ve been wondering about! We even supply paper and pens — our speakers cover a lot of helpful ground. Bring a friend or family member too; this information is valuable for anyone supporting an aging parent or planning their own next chapter.
Can I bring a family member or friend?
Absolutely — please do! Each person will need to register individually so we can plan for seating and refreshments.
I have a question not answered here — who do I contact?
Reach out to Stephanie directly through the contact page — she’s happy to help.
Stephanie Ogilvie Real Estate 