Design Your Legacy Workshop - Part 3: Choosing the Right Executor

We’re excited to continue the Design Your Legacy Workshop (DYLW) Series at Riverwalk Retirement Residence with our next topic in our 5-part series, Choosing the Right Executor.

Choosing the right person to handle your estate is a critical decision. This session, "Choosing the Right Executor," will explore the key qualities to look for in a personal representative.

Choosing an executor is about more than just trust. It's crucial to consider their availability, knowledge, and ability to handle the responsibilities and emotional stress of the role. The wrong choice can lead to significant delays, legal issues, and family disputes. Many people underestimate the challenges executors face, from legal pitfalls to unexpected emotional turmoil.

Join us for a lively and eye-opening session as Paul Newcombe gets the answers you need from Jaryll Dunne.

Through an engaging Q&A, we’ll explore:

✅ The 10 crucial considerations when selecting an executor

✅ What separates a strong executor from an overwhelmed one

✅ How to ensure your executor is truly up for the job

You’ll laugh, you’ll learn, and you might even rethink your choice.

Featuring:

• Jaryll Dunne, CEA – Founder & President, Maxxentum Inc.
• Paul Newcombe – Estate Lawyer, Paul Newcombe Law Office
• Zen Bereznicki – Investment Counsellor, Dixon Mitchell Investment Counsel

Together, they’ll share insights and conversations that go beyond the basics, guiding you through the essential (and often surprising) parts of estate planning.

Dec 17 – The Intersection of Influence: POA & PD Demystified

Jan 21 – The Bank of You: Who’s Cashing In (or Out)?

• Underground: Visitor parking is available on the first level of the parkade, with a limited number of stalls on the second level (spaces may become available later in the day).
• Street Parking: Paid along 25th Avenue, with free parking after 6:00 p.m. Two-hour parking is also available on 5th Street.
• Nearby Parkade: Trolley Square (508 24th Avenue SW).
  🚫 Please note: The Safeway parking lot does not permit event parking—vehicles may be fined or towed.

A Riverwalk team member will be stationed at the entrance to welcome guests.

✔ Gain insights from three seasoned professionals in estate law, financial planning, and executor guidance.
✔ Explore real-life challenges and solutions with humour, clarity, and candour.
✔ Walk away with practical steps to make confident decisions about your legacy.

👉 Reserve your seat today—spaces are limited!

Also check out other Workshops in Calgary.