Our Thomas Deans Event is Coming Up!
Claim Your Spot Now!
We’re hosting an invite-only breakfast talk for our clients with Thomas Deans, a New York Times Best Selling Author, as our guest speaker. The latest book in his trilogy: “The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth” tackles topics that will help the audience identify processes that successful families adopt to prepare their heirs and transfer wealth.
Here are the details for this event:
When:
November 14, 2024. Doors and breakfast buffet open at 7:30 a.m., presentation begins at 8:00 a.m. sharp. Q&A to follow.
Where:
The Atoka House, Cranberry located at the first tee (Collingwood, Ontario).
Why:
How his latest release “The Happy Inheritor” can help your estate and succession plans, and receive a copy of the book to take home!
What you can expect:
An understanding of the importance of tabling discussions with a trusted advisor with your heirs present to open the conversation about your estate and succession plans
How a family business can factor into your plans of your estate and succession plans
How different personality types treat transferring wealth to the next generation, and how to navigate different scenarios
How intentions of providing equitable planning can be informed with a financial advisor so that all tax and estate law factors are considered and reviewed
Claim Your Spot Now
You won’t want to miss this event. To claim your spot, contact us now!
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