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The Alberta Business Family Institute presents 8 Lunch & Learn Sessions:
8 Sessions/$350 or $50/session
*Includes Lunch
Calgary and Edmonton Options
November 6 | Calgary
11:00AM-1:00PM
Managing shared assets – LESSONS from the family cabin
Lloyd Steier, PHD and Chris Thrall, MBA
December 11 | Calgary
December 13 | Edmonton
11:00AM-1:00PM
LEADING with emotional intelligence
Trudy Pelletier, FEA, CE
January 15 | Calgary
January 17 | Edmonton
11:00AM-1:00PM
Continuity – A PROCESS for creating wealth across generations.
Patricia Steele, FEA B.Comm, LL.B, LL.M (candidate), ICD.D, FEA
Josh Steele, B.A., TEP (candidate)
Robert Finnigan, CPA, CA (speaking in Calgary only)
[Rep from client family and Edmonton tax expert to follow]
February 19 | Calgary
February 21 | Edmonton
11:00AM-1:00PM
COLLABORATION without burning out!
Myron Uhryn, MBA, FEA
March 12 | Calgary
March 14 | Edmonton
11:00AM-1:00PM
Philanthropy 3.0 – Beyond Just Writing a Cheque
Gena Rotstein, FEA & Richard Ouellette
April 16 | Calgary
April 18 | Edmonton
11:00AM-1:00PM
Asset PROTECTION: Where is the risk?
K. Gregrory Senda, LLB, FEA
May 14 | Calgary
May 16 | Edmonton
11:00AM-1:00PM
Business CONTINUITY within the family enterprise
Ken Coulter, FEA
June 4 | Calgary
June 6 | Edmonton
11:00AM-1:00PM
PREPARING family, business , and you for the next chapter
Ross Young, FEA and Trudy Pelletier, FEA