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Peace of Mind Through Planning: The Role of the Executor and Key Steps to Organize Your Estate
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
Nadia Bechai
Founder, Bechai Law
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.
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
Toronto, ON M4W 2G8
Canada
Email: info@cagptoronto.org