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

Tabs

Event Info
Summary:

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_1.jpg
Nadia Bechai
Founder, Bechai Law

 

elaine_blades.jpg
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.

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

 

When

4 May, 1:30pm to 4 May, 3:00pm

Where

Toronto Reference Library, 789 Yonge Street

Toronto,  Ontario  M4W 2G8 Canada

Contact

info@cagptoronto.org
Register
;