The Surroundup, Events
HAVE YOU PICKED THE RIGHT EXECUTOR?
- by Gillian Stovel Rivers, MA, CFP®, CEA
- March 25, 2021
Choosing your executor could be one of the most important decisions you will ever make.
And yet, most of us do not have a thorough understanding of what the job entails, both in terms of roles and risks.
We can fix that. Just join us on April 14th – and bring your executor – for a special webinar with Keith Masterman, LLB, TEP, Vice-President Tax, Retirement and Estate Planning at CI Investments, lecturer at Laurier and contributor to Advisor.ca.
Keith did a very well-received webinar for us last year – The Seven Deadly Sins of Estate Planning. Don’t miss him this year!
Webinar: The Role of the Executor
Date: Wednesday, April 14th
Time: 1pm ET
If the registration link does not pop up an email to Andrew automatically, just send him a quick note to firstname.lastname@example.org and he will be sure to register you that way.
PS here are some testimonials from clients who attended Keith’s webinar last year:
- “A very interesting choice of topic and Keith was very knowledgeable and provided examples backed up by legal cases and his own experience. Thank you.”
- “It was a most interesting and helpful session. Thank you.”