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