Tips and Traps for Choosing an Executor

This presentation is NOT presented with PowerPoint. This refreshing presentation uses a powerful tool called a mindmap that allows the presenter to take you on a step by step journey from question to answer in a very clear and organized way. This presentation examines the big questions that a person / couple must consider when choosing their Executor, and solidifying their Estate Plan. As the issues are examined, a new clarity emerges that will motivate you to take another look at your own estate plan and ask that question... Did I consider this issue, and is it going to cause a problem to my heirs I can prevent now? Full presentation time: 55m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in MFDA bundle) * CSI - 1 Professional Development credit (in MFDA bundle) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Tips and Traps for Choosing an Executor
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Jim Kibble

After a long career as the partner in charge of the financial services practice of a prominent local insurance brokerage in Waterloo Region, Jim founded ONTARIO ESTATE CONSULTING SOLUTIONS INC. in 2017. Jim has a business degree from Wilfrid Laurier University, is a chartered accountant and holds both Canadian and International estate planning credentials. The firm is a member of the Waterloo Wellington Estate Planning Council, the Estate Planning Council of Canada, the Greater KW Chamber of Commerce and the New Hamburg Board of Trade. Jim and his wife Penny have two adult children and two grandsons and enjoy involvement with local ukulele and drumming groups and have too many hobbies to keep track of!