Wednesday, May 3, 2023 12:00 PM EDT

Join us on Wednesday May 3 for Nine Struggles Executors Face hosted by the Erb & Good Funeral Home and featuring Anthony Gordon, lawyer and expert in estate planning and retirement. 

About the speaker

Anthony Gordon practiced corporate and commercial law for several years as in-house counsel. In 2019, he became co-founder and CEO of FiduSure Financial Inc., a boutique financial services firm. In 2022, Anthony Gordon was named as a five-star advisor by Wealth Professional for Ontario and Eastern Canada. The award is reserved for advisors who have gone above and beyond to navigate market volatility and elevate their service to clients. Anthony specializes in financial, tax, and estate strategies.

He focuses on meeting his clients' individual and unique needs by co-creating a comprehensive blueprint tailored to their values, personal and financial goals, and life choices. He holds a law degree, a master's degree in taxation law, as well as the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Certified Executor Advisor (CEA), Certified Exit Planning Advisor (CEPA) designations.

Event details

Date: Wednesday May 3, 2023 

Time: Noon – 1:30 p.m.

Location: DC 1302

The presentation will include a booklet for attendees to take notes. A question and answer period will follow the presentation.

There will be a draw for prizes at the end of the seminar, including two books authored by Anthony Gordon with regards to potential retirement. 

Please feel free to bring your own lunch. 

Interested in attending? Register here.

Location 
DC - William G. Davis Computer Research Centre
1302
200 University Avenue West

Waterloo, ON N2L 3G1
Canada

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