Executor Success – The Missing Piece
of Estate Planning
Do you think writing a Will is all you need to ensure your estate is administered successfully?
Please join us for a seminar on Executor Success, where we will share items to address successful estate administration and examples of what an executor should look out for.
If you are named an Executor, or have asked someone to be your Executor, this seminar is for you.
“The role of an Executor is a big responsibility for someone to take on, and it is up to you to make sure your Executor is set up for success.”
Cheryl Maloney, CPA, CMA, CEA
Certified Executor Advisor
Date: Saturday, November 16, 2024
Time: 11am to 1pm
Location: Caldwell Securities Ltd. Toronto Office, 150 King Street West, Suite 1710, Toronto, ON M5H 1J9
Participate: In-Person
A light lunch will be served.
Please fill out the registration form below: