Event: Estate Planning Seminar
Topic 1: Executor Success
Discuss information for successful estate administration
Examples of what an executor should look out for to avoid unnecessary trouble
Topic 2: Helping Seniors in Transition
Providing resources, choices, navigation, and support for transitioning to the next chapter
Cheryl Maloney, CPA, CMA, CEA (Certified Executor Advisor), Caldwell Securities Ltd.
Jeanette Bock, CPCA (Certified Professional Consultant on Aging), Fluid Senior Transitions
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
Audience: This seminar is a must-attend for both parents and their adult children.
Highlights:
Discover valuable tips on supporting seniors through transition
Learn how to set your Executor up for success
Additional Information:
Seating is limited.
Hors d’oeuvres and wine will be served.
Please RSVP by clicking here Caldwell Securities or call 905-901-1892 ext. 234
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