The Basics: Wills and Power of Attorney(s)
Date / Time:
March 17, 2021
7:00 pm – 8:30 pm EST
Do You have a Valid Current Will and Power of Attorney (POA)? – More than 50% of all Canadians do not have a will according to a 2017 Angus Reid poll and only 35% says theirs is up to date. Yet dying without a will means you have no say in what happens to the nest egg you worked a lifetime to build.
Do Your Personal Representatives Understand Their Role? – Taking on the role of an Executor and/or POA is a big responsibility and requires a fulsome understanding of the work, skills required, and personal liability assumed.
Learn more about:
• Why everyone needs a Will and POA and the potential pitfalls you and your family could face if these documents are not in place or current
• What your personal representatives must know to properly execute your estate and honour your healthcare/lifestyle choices as you age
This is an online event via Zoom Video Conferencing and the event link will be sent to you by email upon registration. If you are new to using Zoom, you should click through a little early to get Zoom set up on your computer, or go to the Zoom Download Center to install Zoom now.
This event is complimentary and all you need to do is register.
Janet Jackson – Financial Concierge Inc. – Financial Concierge
As a previous financial services executive, Janet is known for championing the client experience in all her business interactions. In addition to a BA degree from the University of Toronto, she holds professional designations as a Certified Executor Advisor “CEA” and a Canadian Professional Consultant on Aging “CPCA”, Elder Planning Counsellor “EPC”.
Jill Chambers – Financial Concierge Inc. – Founder & President
Jill has extensive experience in healthcare as well as years of experience as a financial planning professional. Jill’s undergraduate degree is in Nursing. Other professional designations include: certified financial planning professional “CFP”, chartered financial divorce specialist “CFDS”, chartered investment manager “CIM” and certified executor advisor “CEA”.