Please join us for an educational presentation on:

Executor Success and Seniors in Transition

Executor Success – Discuss information for successful estate administration and examples of what an executor should look out for to avoid unnecessary trouble.

Helping Seniors in Transition – Providing resources, choices, navigation and support while planning the transition to your next chapter.

Presented By

Cheryl Maloney, CPA, CMA, CEA
Certified Executor Advisor
Caldwell Securities Ltd.

Jeanette Bock, CPCA
Certified Professional Consultant on Aging
Fluid Senior Transitions

Date: Thursday, October 12th, 2023

Time: 6:00pm to 7:30pm

Location: Oakville Golf Club, 1154 Sixth Line, Oakville, ON L6H 6M1

Participate: In-Person

This seminar is a must-attend for both parents and their adult children.

Join us to discover valuable tips on supporting seniors through transition and setting your Executor up for success.

Seating is limited. Hors d’oeuvres and wine will be served.

Moderated By

Chris Coderre
Vice President & Investment Advisor
Caldwell Securities Ltd.

Please fill out the registration form below:

Oakville Educational Presentation