Advanced Succession Planning - Inter-generational Wealth & Small Business Management Buyouts - Live Webinar
This live webinar will start at 6:30 p.m. EST on June 4, 2020. The cost of this webinar $59 (+ tax) and you will earn 2.0 PD hours for registering.
Please click the above link for more information on the topic descriptions and how to register.
4 Jun 2020, 6:30 PM
2 CPD hours
The following topics will be covered during this event: 1. Advanced Succession Planning - Inter-generational Wealth Speaker: Chris Delaney, LL.B., B.Ed., TEP, FEA 2. Small Business Management Buyouts Speaker: John Mill, LL.M. of MBO Coach
The following topics will be covered during this event:
1. Advanced Succession Planning - Inter-generational Wealth
Speaker: Chris Delaney, LL.B., B.Ed., TEP, FEA
2. Small Business Management Buyouts
Speaker: John Mill, LL.M. of MBO Coach
Within 24 hours of the webinar, we will forward you an e-mail with instructions for accessing the live webinar.
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
Please note: For best audio quality, we recommend using external speakers or headphones.
About the Instructor(s)
Chris is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term” (2018). He is a Family Enterprise Advisor, Lawyer, Finance Professor at Fanshawe College, Professional Speaker and Intergenerational Family Wealth Strategist. Since 2004 he has worked with Canada’s two largest bank-owned wealth management firms as a High Net Worth Estate Planner and Business Succession Advisor. In this role, he worked with enterprising business families and families of wealth and their advisors to help them develop goals-based, strategic intergenerational wealth continuity plans.
In 2015, Chris completed the Family Enterprise Advisor Program through the Institute of Family Enterprise Advisors (IFEA). He has also undertaken the CICA In-Depth 1 & 2 and the Owner Manager program from 2006 to 2009. He is the Chair of the London and Southwestern Ontario chapter of the Society of Trust & Estate Practitioners (STEP).
His book, The Naked Opus, will be released across Canada in Chapters/Indigo stores and online from Amazon