In-Person Event · August 25

Protect What Matters: Estate Planning Lessons from Real Life

Two focused sessions with Randy Sheffield on the decisions that protect your family and your legacy: choosing the right executor, and putting a will in place that reflects your wishes.

August 25 · 6:00 to 9:00 PM
Idlewyld Inn & Spa
Complimentary to attend
The Two Sessions
1
The Executor Dilemma & Estate Planning Lessons
6:00 to 6:45 PM
2
Getting Your Will Together
7:10 to 7:55 PM, after a 25-minute break
You are welcome to attend one session or both.
9 in 10
Canadians appoint a family member or close friend as their executor
53%
of executors call it one of life's most difficult challenges
74%
report significantly higher stress than those who have never served as an executor

Two sessions, August 25

Two 45-minute sessions with a 25-minute break between them. Attend one or both.

1
Session One · 6:00 to 6:45 PM

The Executor Dilemma & Estate Planning Lessons

Why estate plans fail even with good intentions, the risks of naming a family member as executor, and what real families learned along the way, told through real case studies.

Executor & Estate Planning Series
BREAK
Short Break · 6:45 to 7:10 PM

Between Sessions

A 25-minute break before the second session begins.

2
Session Two · 7:10 to 7:55 PM

Getting Your Will Together

A practical walkthrough of building a will that holds up: what it covers, how to choose the right people, and how to keep it current so your wishes are carried out.

Will Preparation Series

Who you'll hear from

Randy Sheffield
Randy Sheffield
RRC, CFP
Executive Financial Consultant, Principal
Sheffield Professional Planning Team, IG Wealth Management
CD
Caroline Davis
SPECIALIST
ClearEstate

Claim your spot before they're gone

Seating is limited so every attendee gets meaningful attention. Complete the form and the office will confirm your registration within one business day.

Complimentary to attend. This event is offered at no cost to clients and guests. Seating is limited, so early registration is recommended.
Randy Sheffield, RRC, CFP
Executive Financial Consultant, Principal

Register for the Event

Which session(s) would you like to attend?