Wealth Transfer Preparedness Seminar
Tuesday, October 7th,
3:30 PM – 6:00 PM
Planning the transfer of your wealth is essential to ensuring your family’s financial well-being and emotional peace after you’re gone. One of the most effective ways to support a smooth and successful transition is through family meetings—facilitated by trusted professionals—to create a clear, tax-efficient, and legally sound estate plan.
We invite you and your family to join us for this important event.
Event Agenda
Keynote Presentation
Featuring Tom Deans, author of The Happy Inheritor
Tom will share insights on why thoughtful wealth transfer matters, the vital role of family meetings, and how to preserve your wealth across generations through intentional planning.
Expert Panel Discussion
A team of seasoned estate planning professionals will discuss how to make the most of family meetings and build a comprehensive estate plan. Learn how their expertise helps minimize taxes, reduce legal risks, and ensure a smooth and secure wealth transition.
Book signing with Tom Deans, snacks & cocktails.
Speakers
Tom Deans – Author & Keynote Speaker
Garry Zlotnik – Chairman & CEO, ZLC Financial
Dwight D. Dee – Partner, Miller Thomson LLP
KEYNOTE SPEAKER
Tom Deans, Phd.
Author & Intergenerational Wealth Expert
The Happy Inheritor
Willing Wisdom
Every Family’s Business
PANELISTS
Garry Zlotnik
Chairman & CEO
ZLC Financial
Dwight D. Dee
Partner,
Miller Thomson LLP
Sheryne Mecklai
Tax Partner at Manning Elliott Vancouver
EVENT LOCATION
The event will be held at Terminal City Club in the,
Metropolitan and Ferguson reception rooms. Terminal City Club is located on 837 West Hastings Street.
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We’re here to help
There’s no better time than now to achieve more with your finances. When working alongside financial professionals with a long history of service in Vancouver, you can rest assured that your plan is working to meet your financial goals.