Estate Planners' Council of Hamilton

November 21, 2019 - Joint Meeting in Oakville
2019-11-21 17:30 - 19:00 (America/Toronto) | Oakville Golf Club, 1154 Sixth Line, Oakville, Ontario, L6H 6M1, Canada
“The Virtual Family Office: Wealth & Health Stewardship”
Loren Francis, Highview Financial & Susan Hyatt, Silver Sherpa
Meal Choices:
Chicken Stuffed with Spinach and Roasted Red Pepper
or
Stuffed Portobello Mushroom (Vegetarian and Gluten-Free)

October EPC - Michael Evers - The Problem with Millionaires
2019-10-08 17:30 - 19:30 | Liuna Station, 360 James Street North, Hamilton, Ontario, Canada
Our meetings normally take place on the 2nd Tuesday evening of every month between September and May (EXCEPT for our Joint Meeting in November with Mississauga and Halton) at Liuna Station, 360 James Street North, 2nd Floor, Hamilton, Ontario at the corner of James Street North and Murray.

October Presenter
Michael Evers

We’ve discovered that no matter how successful, how wealthy, or how famous a family might be, there are usually some serious issues just below the surface that don’t come out in casual conversation. Every family has them, and rarely do they know how to deal with them effectively in their planning for the transfer of assets to the next generation.
Mike Evers of The Evers Financial Group will discuss some interesting “family dynamics” situations they’ve encountered over the past 36 years, including how to uncover them and how we resolved them (or sometimes couldn’t).

Guests are welcome but must be hosted by an existing member. Guest Fee is $50.00 and includes dinner and presentation. Guests can only attend 3 meetings before being invited to join the Estate Planners’ Council.

September EPC Meeting - Phil Kriszenfeld - Conflict Resolution in the Family Business
2019-09-10 17:30 - 19:30 | Liuna Station, 360 James Street North, Hamilton, Ontario, Canada
Member Phil Kriszenfeld will be presenting on conflict resolution in the family business.
Phil Kriszenfeld B.A. Q. Med., FEA is a Family Business Advisor and Mediator focusing on high conflict Family Businesses and Partnerships who will be talking about how to address conflict within these environments. Phil also works extensively on with Estates and their various Conflict Resolution needs.
While working within and with Family Businesses for almost 30 years, Phil, has spent the last 10 years developing his practice exclusively within this world and often acts as a “secret weapon” in assisting other professionals who help these Families.
