My published materials are posted on my LinkedIn Newsletter; please refer to my Materials webpage that lists all my articles and posts relevant to estates and trusts.
My seminars and public speaking engagements are typically only for professional audiences, lawyers, accountants, financial and insurance advisors, and tackle complex estates and trusts concepts, putting them into meaningful, actionable insights for the audience. They’re known for being jam-packed with useful tips and ideas, comprehensive in my coverage of the topic, and include lots of examples from practice (that I frame as lessons learned from estate administration) to identify avoidable planning errors. (My speaker bio is post on my LinkedIn profile section.)
In addition to webinars, I also provide private on-site seminars for companies, organizations and conferences, tailored for their audiences, employees or clients; contact me to explore this option.
Access to most Collective Agreement webinars is limited to professional advisors.
Please register for access (the link is to our secure Google Form) or contact me directly.
There is no cost to attend events we host. In lieu of registration fees, participants are encouraged to make a donation to Baycrest, in support of their world-renowned, transformative research in aging and brain health.
I am looking forward to speaking with Tim Hewson, co-founder of LegalWills.
Join us live here: https://lnkd.in/e9pgSw7x
I am honoured to be a returning guest on The Executor Help podcast, hosted by David Edey.
Our most conversation was aired Nov. 6, 2024, coinciding with "Make A Will Month" in Ontario and is titled Taking the First Steps to Peace of Mind.
Our prior conversation was titled Reframing Estate Planning & Administration around the Family Journey and spans 2 episodes: Part 1 was on Mar. 20, 2024 & Part 2 was on Mar. 27, 2024.