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12 Common Sense Questions to Protect Your Wealth - Feb 17, 2010

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  LOCATION AND AGENDA
 
Wednesday February 17th, 2009 - 5:00 p.m. - 7:30 p.m.
Winnipeg Winter Club - 200 River Avenue

 
5:00 p.m. -
5:30 p.m.
Cocktails & hors d’oeuvres

 
 
5:30 p.m. -
5:45 p.m.
Introductory Remarks:
  • Thompson Dorfman Sweatman LLP
  • Acumen Corporate Development Inc.
  • Blackwood Wealth Planning
 
 
5:45 p.m. -
6:45 p.m.
Key Note Speaker: Tom Deans
 
 
6:45 p.m. -
7:00 p.m.
Closing Remarks
 
 
7:00 p.m. -
7:30 p.m.
Networking & Cocktails
 
 

  KEYNOTE SPEAKER - TOM DEANS PH.D
 

Photo of Tom DeansThomas Deans Ph.D. is the president of Detente Financial Corp that specializes in teaching family business wealth strategies through seminars sponsored by professional and financial service providers.

By Combining humor and his experience as a president of a multinational family corporation, Tom has shown thousands of people how simple it is for family businesses to succeed at generating and protecting their hard earned wealth.

Tom is author of Every Family's Business, The Number #1 Best-Selling Book on Protecting Family Wealth and is currently in its second print edition.

In addition to being president of a large family business for almost a decade, Tom has worked in banking, government relations, been president of a railway, holds patents and has chaired a federal government committee on tax credits. His varied career is reflected in his fresh approach to family businesses.

Two generations of Tom's family have founded, operated and sold their private and publically traded companies for a combined value exceeding $100 million. This "start" and "sell" approach has profoundly shaped his unique view of family businesses.

A much sought after speaker, Tom lives in Hockley Valley, Ontario with his wife Laurie, daughter Jordan, son Nathan and three dogs.
 

  HOSTS
 
Leilani Kagan - Thompson Dorfman Sweatman LLP (TDS)

Leilani’s practice is focused on corporate and commercial transactions, including mergers, acquisitions and securities matters, with a primary focus on owner-manager taxation issues, corporate reorganizations, estate planning, trusts and commodity tax issues. Leilani’s practice includes charities and non-profit organizations.



Anita Wortzman - Acumen Corporate Development Inc.

Anita has specialized in mergers and acquisitions for over 15 years. Anita has extensive experience in all aspects of corporate development from the perspective of buyer, seller and advisor. As well she has been involved in hands on business operations including start-up, integration and exit strategies



Patrick O'Connor - Blackwood Wealth Planning

Pat is the President of Blackwood Wealth Planning. His firm utilizes a disciplined planning process to assist their business owner clients in dealing with the many complex financial planning issues they will face. An outcome that will often come out of this planning process is a tactical action plan to assist with the many planning strategies a business owner will need to deal with; shareholder agreement funding; investment strategy; insurance strategies; succession plan implementation; executive compensation; employee benefits; retirement planning.



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