Wealth Transfer Preparedness Seminar
At Terminal City Club
Thursday, September 26th
3:30 pm-6:00 pm
Organizing your wealth transfer plans is critical to the financial health and emotional success of your family after you pass. Central to the success of transferring wealth to your heirs are family meetings, that are guided by professionals to manage a stress-free and financially and legally sound estate plan. We invite you, and your family to attend.
AGENDA:
Keynote Speaker
Tom Deans, author of The Happy Inheritor will cover the importance of transferring wealth with care, the importance of family meetings and how to insulate your wealth for generations through careful planning.
Expert Panel
Estate planning professionals assist in getting the most out of family meetings and crafting a comprehensive estate plan that minimizes tax liabilities, and protects the transition legally and financially. Our expert panel will explain their roles and the value they bring from their expertise.
Book signing with Tom Deans, snacks & cocktails.
SPEAKERS:
Tom Deans – Author
Garry Zlotnik – President, ZLC Financial & ZLC Wealth
Jon McKinney – President, ZLC Wealth
Aeronn Zlotnik – Financial Advisor, ZLC Financial
Dwight D. Dee – Partner, Miller Thomson LLP
Pam Prior – Partner, Taxation Services, Family Office, KPMG Canada
KEY NOTE SPEAKER:
EVENT LOCATION
The event will be held at Terminal City Club in the Metropolitan and Ferguson reception rooms. Terminal City Club is located on 837 West Hastings Street.