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Executor Checklist

Appendix D: Executor Checklist

For your FREE Copy of Preserving Wealth CLICK HERE The duties of Executor/Executrix/Liquidator in Quebec (referred to as the Executor throughout this document) require you

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Three best ideas on retirement planning from our December Newsletter
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Three of our Best Ideas for December

Our Monthly 3-2-1 Newsletter Wrap-up 2024: A Simple Financial Checklist  As we approach the end of 2024, now is the perfect time to take stock ...
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Wrap up 2024 - A simple Financial Checklist
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Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist

We’re here to help you reach your financial goals. Each month, take a few minutes to check in on these key areas of your plan. ...
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Why the Legacy Conversation is so Important
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Why the Legacy Conversation is Important

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The Legacy conversation is an important talk to have with your ...
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My goal has always been to guide them in maximizing their potential.
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Why I Do What I Do

I’ve always believed that people deserve to live their best lives, not just during their working years but as they transition into and through retirement. ...
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The Real Affect of Taxes and Inflation on Investment Returns
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The Real Affect of Taxes and Inflation on Investment Returns

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Over the long term, taxation and inflation reduces your real purchasing ...
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Does your game plan strategy for retirement include monthly financial goals?
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Game Plan Strategy: Monthly Financial Checklists

Monthly Financial Checklists As part of our commitment to helping you achieve your financial goals, we have provided you with a monthly financial planning checklist. ...
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Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The Definitive Guide to Protecting, Investing, and Transferring Wealth.

You can purchase a Hard Copy of Preserving Wealth HERE

Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE

Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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