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 & Keynote Speaker

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

KEYNOTE SPEAKER