There are no events to show
Porsche, Prosecco & Prosperity (2nd annual)
1265 Wharncliffe Rd S. London, ON
Fickling Wealth Management is pleased to invite you to the ultra-exclusive event of the year.
Join us for this exclusive event where we discuss tax efficient investing for your personal and corporate wealth, estate enhancement, and business succession planning – all while admiring the latest Porsche models and enjoying a glass of Prosecco.
Estate Planning: Growing Your Family Wealth for the Long Term
Highland Country Club 1922 Highland Heights London, ON
Our clients spend a lifetime accumulating assets and building wealth, not only to make a good life for themselves, but also to create a legacy for future generations. Unfortunately, the traditional Estate Planning processes can miss the mark when they are purely technical in design and based primarily on saving taxes. We have invited author, Chris Delaney B.A, LL.B, B.Ed, TEP, FEA, to speak with you about his current book, The Naked Opus, which explores estate planning from a refreshing perspective. Chris' unique process and strategies are designed not only to effectively transition assets, but also to provide a more fulfilling and purposeful way for you to pass along wealth and ensure it endures for future generations.
We believe that this event will provide great value to you and your loved ones, and we encourage you to invite them to attend with you. We understand the importance of family and the impact of financial decision on their well-being.
Light snacks, wine, coffee and tea will be served.