Wealth Management

Voted #6 on Top 100 Family Business influencer on Wealth, Legacy, Finance and Investments: Jacoline Loewen My Amazon Authors' page Twitter:@ jacolineloewen Linkedin: Jacoline Loewen Profile

October 30, 2017

Preparing the Next Generation

It is exciting to share the limited seat offerings in our November 20 - 24, 2017  "Preparing the Next Generation" program in Toronto, ON. The Institute of Family Enterprise Stewards has recently launched and represents a collaboration of thought leaders, families and academic Institutions across CDA. The Institute and the initiatives it supports are without borders and we are actively exploring its expansion beyond CDA in 2018.

One of the most dynamic speakers and consultant on family business- David Simpson - will be co-facilitating the program with Susan Fulford, and as a duo, they offer expertise in innovation & entrepreneurship.

 Content:
The program covers business and financial literacy, communications, trust, values, purpose and clarity of Role & Accountability in families of business & wealth. We also include a focus on conflict & dispute resolution, risk management, negotiations as a life skill and Global Best Practices for building multi generational legacies. Case studies are used liberally. The family  guest speakers we invite in - like Mitzi Perdue, are simply the icing on the cake, and are a valued highlight.

There will be an evening reception.
 
Please call with questions,
Thank you,

Susan Fulford, M.B.A. LL.B. FEA
Dynamic Legacy Inc.
P: (416) 518 8080 | 

 

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