Intergenerational Family Wealth and Business Transition, Philanthropic Integration, Heir Preparation, Purposeful Trust Planning, Legacy Conversations and more!
Canada
Joined September 2011
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Listen to the most recent episode of @InceptionWealth wealth podcast: What if I have a Professional or Elite Level Athlete that requires wealth and estate planning? (Part 1) anchor.fm/chris-delaney/epis…
EstatePlanningMag retweeted
Great fun yesterday shari g #AbundantEstate process with Regina Estate Planners Council — plan with purpose #estateplanning
Excited to be discussing #intergenerationalwealth #transfer and #strategic #estateplanning with Regina Estate Planning Council on Thursday -- use the #AbundantEstate Model to help #familywealth transition across generations
#wealt…lnkd.in/eR9ix5xw reginaepc.com
EstatePlanningMag retweeted
Listen to "What if I have a Professional or Elite Level Athlete that requires wealth and estate planning? (Part 1)". ⚓ anchor.fm/chris-delaney/epis…
EstatePlanningMag retweeted
Based on positive plague tests and planned treatments, Taylor Creek Visitor Center and Kiva Beach parking areas will be closed Sunday through Friday. The Tallac Site / Kiva Picnic parking area will be open. Visitor Center staff and volunteers will be at the Tallac Historic Site.
EstatePlanningMag retweeted
Missing the live public events to share @NakedOpus but versions are available at Amazon.ca (digital) and familywealthpress.com for print versions. Check it out!! instagram.com/p/BuO61m_nzqF/…
EstatePlanningMag retweeted
The Naked Opus: Growing Your Family Wealth for the Long Term--A Novel Approac... amazon.ca/dp/B07HYFKKYL/ref=… via @amazon
EstatePlanningMag retweeted
Just shipped first copies of @NakedOpus to #Australia — #estateplanning and ##wealth #transition for the long term familywealthpress.com for copies #estateplanning
EstatePlanningMag retweeted
This will be amazing set of presentations from @CAFANET by @MonicaClare6 and @ElaineFroese — fascinating and useful content to improve the quality of your advice!
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EstatePlanningMag retweeted
The Naked Opus: Growing Your Family Wealth for the Long Term--A Novel Approac... amazon.ca/dp/B07HYFKKYL/ref=… via @amazon
EstatePlanningMag retweeted
Media | Inception Family Wealth Press — Planning a #FarmSuccession or #BusinessSuccession event for clients this winter? #EstatePlanningbyDesign #5EstateplanningMistakesEverybodyMakes #NakedOpus #Abu dantEstate familywealthpress.com/media
EstatePlanningMag retweeted
Happy New Year and Stay Safe in 2021!!! Next year in Hawaii! Aloha! @ Old North instagram.com/p/CJfYPa5HXFK/… – at London, Ontario
EstatePlanningMag retweeted
#Legacy Planning for 2021? Having a client event and need a great topic? #2021 will be a year of changes, make the changes that are important to you and your family.
#estateplanning #wealthmanagement #willsandestates #wills #succession #philanthropy
EstatePlanningMag retweeted
I really enjoyed sharing some of the aspects of my upcoming book with Farm Credit Canada / Financement agricole Canada last week -- you can watch the presentation here "Five Biggest Estate Planning Mistakes Everybody Makes (and how…lnkd.in/ghWf6XE lnkd.in/gQfztqD
EstatePlanningMag retweeted
The Naked Opus: Growing Your Family Wealth for the Long Term--A Novel Approac... amazon.ca/dp/B07HYFKKYL/ref=… via @amazon
EstatePlanningMag retweeted
Ask “Why?” In your planning. lnkd.in/gSHveZ3
EstatePlanningMag retweeted
Estate Planning Mistakes Everybody Makes familywealthpress.com/f/esta… via @nakedopus
EstatePlanningMag retweeted
How will you #PlanWell?
EstatePlanningMag retweeted
Featuring @newdementians Dawn Wiggins - register for free at legacyplanningsummit.com
#Legacy the #evolution of #estateplanning presents Dawn Wiggins — Designing #Legacy for people living with #Dementia
EstatePlanningMag retweeted
This event is free- register at legacyplanningsummit.com
Jeannette Bock of Silver Solos discussed #EstatePlanning @ #Legacy - The Evolution of #Estateplanning