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Planning for the Unexpected During COVID-19 and Social Distancing with CheckoutPlan.com
Personal Advisors Support their Clients in Troubled Times
July 16, 2020, Word, 57 KB | View/Download Here

Get Organized for 2020 and Beyond with CheckOutPlan.com™
January 14, 2020, Word, 57 KB | View/Download Here

CheckOutPlan.com Will Get Families Talking About and Planning End-Of-Life Events… At Last
November 26, 2019, Word, 28 KB | View/Download Here

Wealth Professional Magazine, by James Burton
Published August 4, 2020 | Read Here

Advisor’s Edge Magazine, by Michelle Schriver
Published July 20, 2020 | Read Here

Investment Executive Magazine, by Michelle Schriver
Published July 20, 2020 | Read Here

680 All News Radio, Toronto, Interview with Kris McCusker
Broadcast December 13, 2019 | Listen Here