Protecting Intergenerational Wealth: What You Need to Know
- When
- October 1, 2021
- Topic
- Past Webinars
Our featured panelist is legal expert and certified family business facilitator Ron Prehogan, President of Equitas Consultants Inc. Besides his law practice focusing on commercial transactions including mergers, acquisitions, and the sale of business properties, Ron provides consulting services to family businesses and business families focusing on succession planning, communications, governance and mediation services.
Joining the panel are Welch LLP Partners, Jim McConnery, Carole Lekadir and Shawn Kelso.
Moderated by Welch LLP’s Managing Partner, Micheal Burch, the panelists explore strategies to protect and grow your family’s intergenerational wealth.
Topics include:
- Laying the foundation to create, grow, protect and manage intergenerational wealth
- Understanding how to navigate family dynamics – proactive versus reactive
- Common pitfalls to avoid
- Family advisory – what it means and why it’s in your family’s best interest
Related Resources
Celebrating Diverse Women in Leadership -Past Webinar
March 23, 2022 – In honour of International Women’s Day on March 8th, our EDI Community Alliance put together an insightful webinar. Our EDICA team spoke with four spectacular diverse leaders from the Ottawa Capital Region about their journey and experiences as women in their fields.
Market Outlook: What’s Ahead in 2022
March 04, 2022 – Hosted by Welch Family Wealth Advisory’s Senior Advisor, Micheal Burch, FCPA, FCA, CFP, the Market Outlook: What’s Ahead in 2022, was a riveting discussion that featured Craig Basinger, Chief Market Strategist of Purpose Investments.
2022 Annual Public Sector Accounting Update
February 23, 2022 – Gain insight for the year ahead with our 2022 Virtual Public Sector Accounting Update.
Future of the Office – 2021
November 06, 2021 – Keynote speaker David Coletto, CEO of Abacus Data presents key research and insight to help you make decisions on your office space needs.
Accounting & Tax Updates: Private Enterprises 2021
October 06, 2021 – Gain insight for the year ahead with our Virtual Annual Private Enterprise Accounting & Tax Update Webinar.
Navigating your Financial Future for Business Owners
June 17, 2021 – In this webinar, moderated by Micheal Burch , speakers Jeff Logan and Elliott Bourgeois will discuss some considerations for your financial planning in advance of, during, and after the sale of your business.
Employee Home Office Expenses Deduction
January 29, 2021 – The COVID-19 specific guidance has made the home office expenses deduction available to more Canadians and simplified the way eligible employees can claim these expenses.
Public Sector Accounting Update Event
November 04, 2020 – In a post-pandemic environment, these changes will place additional fiscal pressures on public sector organizations trying to balance their budgets.
Market Outlook: After the US Election
October 16, 2020 – The webinar is moderated by Welch LLP’s Managing Partner, Micheal Burch. Also joining the discussion is Nawan Butt, Portfolio Manager of Purpose Investments Inc.
2020 Future of the Office
October 08, 2020 – COVID-19 has required most companies to re-think the utilization of their office space, making a rapid shift to the work-from-home model. What other steps can be taken now? What will things look like in the long term?
Future of the Office – 2020
October 08, 2020 – COVID-19 has required most companies to re-think the utilization of their office space, making a rapid shift to the work-from-home model. What other steps can be taken now? What will things look like in the long term?
Webinar: Accounting & Tax Update Private Enterprises-2020
September 24, 2020 – COVID-19 has required most companies to re-think the utilization of their office space, making a rapid shift to the work-from-home model. What other steps can be taken now? What will things look like in the long term?
Are You Ready To Talk To A Specialist?
Get in touch, tell us your needs and we’ll assign an industry specialist to your organization.
