The Fiduciary Edge: Navigating Complex Capital and Governance for Modern Legacy

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Topic:

Have you ever looked across the table at your clients and wondered if what you are saying is landing? How is it being heard and understood? Why might it not be implemented or even taken into consideration?

Through the lens of family philanthropy and the family foundation, we will explore the "gremlins" in the room that, when called attention to, can move your client relationship from surface-level to become the trusted advisor at a multi-generational level.

Focus: Directly addresses the critical shift in client demands from rising generations and wealth inheritors.

Speaker:

Gena Rotstein, MA, FEA, Karma & Cents Inc.

Time:
11:40 am Registration & Networking
12:00 pm Lunch
12:45 pm Presentation
1:45 pm Meeting ends

Place:
Terminal City Club, 837 W Hastings St, Vancouver

Meal Selection:
Regular, vegetarian, vegan, and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. If no meal selection is made, a regular meal will be provided.

To change your and/or your guest(s) registration, you will have until Tuesday, March 31 at 4 pm. To modify your registration, go to Events > My Event Registration and click the 'Modify' button.

If you require assistance, please email info@epcv.com.