By Tejai Hamilton
As we get older, we need to ensure we are prepared for anything and everything. Fluid Senior Transitions will be hosting a seminar that will assure your readiness for the future.
If you currently have parents or a parent living independently in their own home, enjoying good health, with insurance and savings, it might seem like everything is well. However, when an unexpected illness strikes a spouse and healthcare authorities won’t allow them to return home, having a plan becomes essential.
Our seminar offers a structured framework to assist you and your family in establishing that plan. Even if you’re in your 70s (or beyond) and have never contemplated the ‘what if’ scenario of a serious health issue requiring alternative care, this seminar will provide valuable guidance and preparation for such unforeseen circumstances.
This seminar will equip attendees with an approach that is comprehensive and complete.
You will get what’s expected from a transition, including the procedural measures and resources of the perfect executor and the inner workings of estate administration.
The Vital Role of an Executor
An executor should strive to become the true representative of a client’s desires and needs. One who takes the instructions given to them and does everything within their power to ensure wishes and statements are followed through, down to the letter. A good executor should not seek to worsen existing issues with their own preconceived bias or judgement but become an invaluable extension of the seniors we wish to support.
Guidelines for a Smooth Estate Administration
The path to proper estate administration is paved with essential information that allows both an executor and senior-in-transition to understand the extent of acquisition and secure their assets.
This seminar will elaborate on how conciseness is paramount in written statements, making it as hard as possible to for misconstructions or loopholes. The executor must work to ensure this is given the utmost of care. The most respect that anyone could be given is to ensure the culmination of their life’s work is navigated towards a peaceful and equitable transition to the family.
The seminar will also highlight the importance of the organization of documents and correspondence. These represent the cornerstone of securing assets and an instrumental aspect of an executor’s objectives.
Navigating the Transition to Your Next Chapter
Seniors in transition remain to be one of the most overlooked, interim stages of our everyday living. For this reason, a lack of planning and organization can be a fundamental reason for making this transitional period more stressful than it ever needs to be. Fluid Senior Transitions has been providing instrumental resources such as aging-in-place and retirement living consultations. The purpose of this seminar is to give insight into these resources and provide genuine guidance to the attending families, giving credence to their choices while occasionally applying an expert’s advice.
Our Expert Speakers
The presenters in question:
Cheryl Maloney is a Certified Executor Advisor for Caldwell Securities Ltd. An Edmonton-native who graduated from the University of Alberta with an Honours Bachelors in Commerce and gained licenses for advisory and accounting. Her role as an advisor is to facilitate legacy-defining roadmaps for those undertaking life transitions.
Jeanette Bock is a core representative member of Fluid Senior Transitions, acting as the Certified Professional Consultant on Aging. She is passionate ensuring that those experiencing their life transitions still maintain their voice throughout the entire process. With nearly a decade of expertise in fields that specialize in both the retired and geriatric livelihoods, she is well-versed in the customer service and problem-solving aspects of the occupation.
Join Us for this Exclusive Seminar
When: Thursday, October 12th, 2023 | 6:30pm-7:30pm
Where: The event will be hosted at the Oakville Golf Club located at 1154 Sixth Line, Oakville, Ontario L6H 6M1.
Who: It is heavily encouraged that both seniors and their adult children be present for this seminar. The information is vital for both parties.
What: An informative seminar to set up your executor for success! Hors d’oeuvres and wine will be served to all attendees.
Take Action to Secure Your Family’s Future
Due to the limited availability, we require every attendee to confirm their participation with RSVP.
The RSVP in question can be found at the following link:
caldwellsecurities.com/oakville-presentation-sign-up
Alternatively, attendees can email Caldwell Security’s Vice President, Chris Coderre using the email address of [email protected] or via phone with 905-901-1892 (ext. 234)
Planning is key:
Your elderly loved one is in the hospital, and you’re told they can’t return home because their spouse can’t provide the necessary care. It’s a scenario many families face when it’s already too late, but what if I told you there’s a way to avoid this heart-wrenching situation? Join us for a seminar hosted by Fluid Seniors Transitions, where we’ll help you proactively plan for these life-changing transitions, saving you time and needless suffering. Time is of the essence, so book your spot today.
Register here- caldwellsecurities.com/oakville-presentation-sign-up
Or Call – 905-901-1892 (ext. 234)
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