Planning to preserve your wealth for your family’s future is of paramount importance. Join us for a session at Pickering Jamatkhana on April 20 after Jamati ceremonies. This session will provide you the framework and process - informed by the Intergenerational Wealth Preservation Roadmap - to help you, as a starting point to develop your family’s intergenerational wealth preservation plan.

Objectives

• Examine your family’s unique situation through the lens of your values for building your wealth preservation plan, incorporating ethics, history, contribution, and legacy
• Learn frameworks and best practices to begin to design your family’s wealth preservation journey and plan
• Leverage resources to ensure the success of your plan

Who should attend (criteria):

• Business and non-business families from the Greater Toronto Area, including Pickering & Oshawa
• Families starting on the Inter-Generational Wealth Preservation journey
• Families who may have started but want cultural and faith perspectives

Register Here

Planning to preserve your wealth for your family’s future is of paramount importance. This webinar will provide you the framework and process - informed by the Intergenerational Wealth Preservation Roadmap - to help you, as a starting point to develop your family’s intergenerational wealth preservation plan.

Have you thought about some of these questions recently?

• What is wealth and what is the purpose of wealth?
• What are some best practices of families navigating their Wealth Preservation journey?
• How do you plan to protect the quality of life of your loved ones in case of a life-changing event?
• Have you identified gaps in your knowledge in relation to IGWP?
• How do you start this journey?

Objectives

In this 90-minute webinar, you will learn to:

• Examine your family’s unique situation through the lens of your values for building your wealth preservation plan, incorporating ethics, history, contribution, and legacy;
• Learn frameworks and best practices to begin to design your family’s wealth preservation journey and plan;
• Leverage resources to ensure the success of your plan.

Learn more or email us if you have any questions.