Your Role As An Executor

Listen Live

Listen Now

Learn what you need to do, and what to do if you want to pass on your role!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Katharine Zhang, a Partner at Walsh LLP, about what your duties are if you are named as an executor, and what to do if you are not able or do not want to act as part of that role.

And, have you been considering divorce? Sharon Numerow of Alberta Divorce Finances joins Dave and Faisal to talk about how divorce has changed in the face of COVID-19.

Back to Shows

Listen Now

More Than Money

How do tax changes impact you and what should you do about it?

As Seen On

ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

Sign Up Today
instagram facebook facebook2 pinterest twitter google-plus google linkedin2 yelp youtube phone location calendar share2 link star-full star star-half chevron-right chevron-left chevron-down chevron-up envelope fax