Join Dr. Tom Deans, a New York Times’ top-ten author, as he delivers his entertaining and educational Willing Wisdom keynote speech on Wednesday, April 27 from 10:30am-12:00noon at the Stan Hagen Theatre, North Island College.
Deans’ entertaining presentation style offers attendees practical ideas to help demystify estate planning with the view of building purposeful and intentional legacies. He believes that when families talk openly and honestly about their estate plans, they can bring clarity to their own late-in-life care and help prepare the next generation to form healthy attitudes towards wealth.
The workshop is free to attend, but registration is required. Limited seating will be available, and all health protocols will be followed. Please register by visiting: https://www.eventbrite.ca/e/311485079257 or by calling 250-338-8444 or 250-331-5957.
This event is jointly presented by the Comox Valley Healthcare Foundation and the Comox Valley Community Foundation and hosted by North Island College Foundation. It is generously sponsored by Lara Austin, Senior Portfolio Manager and Wealth Advisor with RBC Dominion Securities.
Dr. Deans’ message is especially relevant given that every day $205 million is inherited by Canadians. We are witnessing the greatest inter-generational wealth transfer, yet Canadians are writing fewer and fewer wills and for those who do have wills, an increasing number are outdated.
Deans seeks to reverse this trend by sharing 7 Questions that Successful Families Ask. Prepare to unlearn everything you thought you knew about estate planning as this award-winning speaker challenges and inspires his audience to begin some of the most fascinating and important family conversations of a lifetime.
Dr. Thomas William Deans is the author of the all-time best-selling family business book, Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth. He now speaks on the international lecture circuit full time. Having delivered more than 1000 speeches in 25 countries, he has built a reputation as a thought leader on the subject of intergenerational wealth transfer.
Willing Wisdom represents a return to the subject of his doctoral research, conducted in the US, Canada and the UK and first published in Charities and Government by Manchester University Press. Tom lives in a forest in the beautiful Hockley Valley in Ontario, Canada, with his wife and three dogs.
Lara Austin, Senior Portfolio Manager and Wealth Advisor, RBC Dominion Securities has more than 25 years of experience helping retirees, pre-retirees, business owners, busy executives and philanthropists ensure they are on track for a successful retirement. She works in partnership with her clients, based on transparency, trust, and diligence to detail.
Comox Valley Healthcare Foundation and Comox Valley Community Foundation are working together to raise awareness about the importance of talking with your family regarding your wishes and having an up-to-date Will.
Comox Valley Healthcare Foundation raises funds to enhance quality healthcare in our community, focusing on three interconnected areas of healthcare delivery: acute care at the Comox Valley Hospital, Island Health delivered community healthcare, and non-profit long-term care homes in our region. For further information about how you can support healthcare in the Comox Valley, please visit www.cvhealthcarefoundation.com or call 250-331-5957.
Comox Valley Community Foundation has awarded $5 million to over 175 local non-profits and 250 students in the form of grants and scholarships. As a funder, we support all not for profit and charitable organizations in our community so that they may respond to the pressing and ever-evolving needs and priorities of our residents. For further information about how you can help build our community’s fund, please visit www.cvcfoundation.org or call 250-338-8444.
Jessica Aldred, Executive Director
Comox Valley Healthcare Foundation
Susan Auchterlonie, Executive Director
Comox Valley Community Foundation