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Keeping It in the Family: A New Approach to Family Wealth Transition - Seminar
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Keeping It in the Family: A New Approach to Family Wealth Transition - Seminar

Did you know that families have less than a 30% chance of maintaining wealth across generations due to problems in financial/tax planning (3%), unprepared heirs (25%), and breakdown in family communication and trust (60%)? Learn a new approach for successful family wealth transitions. Members $10 / Non-Members $25

2018-02-12
When: Monday, February 12th, 2018
10:30 AM - 12:00 PM
Where: Downtown Branch of Red Deer Public Library
4818 - 49th Street
Red Deer, Alberta  T4N 1T9
Canada
Presenter: Cindy Radu
Contact: Tara Keohan
1-800-318-0197


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Objectives

Traditional approaches to family wealth transition planning focus on tactics (e.g., estate freeze and insurance), rather than an overall strategy that involves input from all family members who will be impacted. Advisors largely work in their own silo of expertise with a transactional focus. While estate freeze and insurance strategies are sound (only 3% cause of breakdown), they do not develop positive family communication and enhance trust. This workshop will explore a new approach to achieving successful family wealth transitions through a case study and interactive dialogue.


1.50 CE credits for General, Accident & Sickness, and Life licences


Topics

  • Concept overview:
    • Why we get stuck in succession planning
    • What a family "enterprise" is
    • A new definition of wealth
    • Governance and family wealth transition
  • Case study to review implications of a traditional approach
  • Guided table discussions
  • Facilitated group discussion

Who should attend

Sales and service brokers including their family members


Price

Member $10
Non-Member $25

Cindy Radu, FCA, LLB, LLM, TEP, ICD.D, FEA (facilitator)

As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners, and family offices navigate the complexities and opportunities that come with wealth. Cindy draws on over 25 years of legal, fiduciary, trust, and governance experience in professional services firms, financial institutions, and family offices in her practice. She uses her skills to provide an objective perspective and facilitate understanding of how complex family, business, and ownership structures can impact family dynamics and family wealth continuity. Cindy is a regular speaker across Canada and internationally. She is also a member of the international Society of Trust and Estate Practitioners—Business Families Global Steering Committee.

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