3/09/21 2:00 PM
- 3/09/21 3:00 PM (ET)
"... 70% of all family businesses never make it to the second generation & 90% fail to reach the third." During this live webcast, Gordon will provide tips to assist with wealth and estate planning for business families in transition (who make up 85% of all private businesses in Canada).
During this live webcast you will:
1. Learn how to uniquely approach family business owners in a manner that distinguishes you from other advisors.
2. Understand the dilemma that family business owners face.
3. Discover a holistic approach to facilitate a transformational vs. a transactional discussion.
4. Recognize the inherent conflict in business owners and the opportunity to bring it to a healthy resolution.
5. Receive a business owners checklist (as a take-away).
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