Executor Workshop

Estate administration can be complex, emotional, and overwhelming for families and executors alike. This workshop is designed to help executors, future executors, and families better understand their responsibilities, avoid common pitfalls, and confidently navigate the estate settlement process.

Through expert insights and real-world examples, attendees will gain practical knowledge on both the financial and personal challenges that arise when someone passes away and why proactive conversations today can prevent significant complications tomorrow.

Who should attend:

• Current executors
• Individuals named in wills as future executors
• Adult children supporting aging parents
• Families involved in estate planning

Guest Speakers:

• Rheanna Height, RSE, CSE
• Dave Faulkner. CLU, CFP

Sponsored by:

• The Dark Side of Money

Empower yourself with the knowledge to protect your family, simplify estate administration, and ensure that important conversations happen while there is still time.