The Executor's Journey - Webinar: Guiding You Through Key Phases
When : 2026-06-04T16:00:00
Where :
ZOOM
RSVP to this link:
https://sunlife-ca.zoom.us/webinar/register/WN_DD7d0lvLSFirHyEQFSGPKg
Hosted By:
Rossy Bustamante, CFP®️, CEA, CLU®️, MFA-P™️
Presenter:
Lori Clements, CPA, CA, CFP: Director, Tax & Estate Planning
Serving as an Executor is a significant legal and personal responsibility.
This presentation explores the key phases of the Executor’s journey:
- What it really means to be name an executor
- The legal duties and personal responsabilities involved
- Common challenges executors face
- Risks, liabilities and time commitments
- When and why to seek professiona support
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.