Peace of Mind Through Planning: The Role of the Executor and Key Steps to Organize Your Estate

 Registration is closed for this event

Peace of Mind Through Planning: The Role of the Executor and Key Steps to Organize Your Estate


Thursday, May 4
1:30 - 3:00pm
Toronto Reference Library
Cost: FREE


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Nadia Bechai
Founder, Bechai Law

 

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Elaine Blades
Senior Manager, Professional Practice Group, RBC Royal Trust

 


Angus Gordon
Wealth Planning, Philanthropy, Gluskin Sheff

 

In this panel, you and your guests will learn:

  • How to select an executor
  • Executor’s role and responsibilities
  • Steps in the administration process
  • How to make a gift to charity in your will
  • How to avoid litigation

 

CAGP Members: Bring your donors, prospects and clients to this free event. You and your guests will get straightforward answers from experienced advisors.

Please contact us if you’d like a PDF invitation to share with your network.

 

Event Details: 

  • Date: Thursday, May 4
  • Time: 1:30 - 3:00pm
  • Location: Toronto Reference Library, Beeton Hall, First Floor, 789 Yonge Street, Toronto, ON M4W 2G8
  • Cost: FREE
  • Light refreshments will be served.

 


*Please note that registrant contact info may be shared with presenters and other participants unless otherwise requested. For questions, please contact Phoebe Uguy at info@cagptoronto.org.


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This session is organized by the CAGP GTA Chapter Community Engagement Committee.

 

May 4th, 2023 1:30 PM   through   3:00 PM
Toronto Reference Library, 789 Yonge Street
Toronto, ON M4W 2G8
Canada

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