Materials posted below are viewable; contact me if you would like to receive PDF versions.
Supporting Materials for Webinars/Seminars
GTAAFN Webinar: Incapacity Literacy Presentation
ACCOUNTEX 2025 Presentation: Estate Administration
ATAP Refresh '26 Presentation
ATAP Thrive '25 Presentation
ADVOCIS '26 Presentation
Seminar/Webinar Participants References cited during
Infographic: Estate Administration - It's Complicated
November 5, 2025: Canadian Probate Tax Study - Preliminary Findings
Please contact me to obtain a PDF version of this press release and related presentation deck.
This one page overview is available to advisors to share with clients, when referring me to them.
Please contact me to obtain a PDF version of this.
This is my speaker bio.
Please contact me to obtain a PDF version of this, as well as to discuss speaking at association conferences and events, corporate training and for hosting a private session with your clients.