This event will be taking place online.
Date & Time
April 08, 2020
9:30 AM – 11:30 AM
None of us likes to think of our demise, or that of loved ones. Yet we also have heard horror stories of what can happen when someone dies unexpectedly without all the paperwork in place. Don’t let it be you. Learn more about what you need to consider.
With over a decade in the accounting world, working with hundreds of families, Debbie Stanley was plagued by needs that her clients expressed, beyond accounting issues. Every day, she faced the confusion and frustration of people trying to plan or resolve estates without the full understanding of what lay before them. From comprehending the mountains of official paperwork, to trying to follow the intention of a family member and even to the simple things like closing a loved one’s social media presence – Debbie felt the call to clarify this process.
As Debbie says, “While it’s not simple, our goal at ETP is to help people breathe a sigh of relief so that they can understand what is happening and what to do next in dealing with an estate. Having an advisor supporting you through the deadlines, the paperwork and connecting you with other key professionals can markedly reduce stress, risk and fear. In so many cases, we also give people the space to truly grieve their loved one”.
Please Note that you must
pre-register for this event.
Debbie’s volunteering in the community echoes her commitment to making things easier for others. She shares her time with:
• Chalmer’s Community Services
• Guelph Women’s Leadership Group
• Guelph Independent Living
• Professional Advisory Committee of The Guelph Community Foundation
• Guelph Estate Planning Council as Founding Chair
• Hospice Wellington as a trainer on Advance Care Planning and as her Business Charity of Choice
Debbie lives in Guelph with her wonderful husband, two beautiful daughters and two equally energetic Labrador Retrievers.
Cancellation Policy: Refunds or credits will only be issued if the reservation is cancelled 72 hours prior to the event. An administration fee of $10 will be charged for any refund or credit processed.