Articles & Resources
Sign up for my June 6, 2024 seminar "Estate Administration: It's Complicated" hosted by the GTAAFN
⇥ Learn more below & register here at GTAAFN's site ⇤
Podcast Episodes
I was honoured to be a guest on The Executor Help podcast.
Our conversation about Reframing Estate Planning & Administration around the Family Journey spans 2 episodes (with links to each):
Courses & Webinars
Join me on June 6th at 12pm ET for my "Estate Administration: It's Complicated" seminar hosted by the Greater Toronto Area Accountants Financial Network (GTAAFN).
Register here at GTAAFN or watch it online afterwards.
Supporting materials for my courses and webinars can be found on the Resources page here on this website.
Published Articles
The articles listed here are maintained on my LinkedIn newsletter "Framing/Reframing" (use this link to subscribe to it).
All articles are available to be downloaded from my LinkedIn page; alternatively, contact me to request a PDF version.