National Bank Investments

Access the webinar

Date: October 19, 2021
Time: 1 PM EDT

The Top 6 Estate Planning Ideas Successful Families Master

This webinar is intended for advisors, asset owners, family offices, alternative managers, and wholesalers.


We will be interviewing Dr. Tom Deans, The New York Times Top-Ten Author of Willing Wisdom which remains the best-selling Canadian estate planning book of all-time.

Attendees will take away valuable ideas to help
  • understand the connection between estate planning and protecting family wealth
  • understanding how to prepare for the next stage of life
  • use family meetings to bring clarity to estate plans
  • explore the benefits of family sharing the same advisory firm


Dr. Deans has delivered more than 1000 keynote speeches in 26 countries and will be talking about how his family successfully transitioned three of their public and private businesses. If you have seen Dr. Deans on CBC or BNN you’ll know that he delivers a fast-paced, entertaining and informative message that you won’t want to miss.

Register to the webinar

Please register by entering your information below.

All fields are required.
If you did not receive this invitation directly from NBI, please contact us for information on how to participate in the event.

Host

  • img_speaker
  • Tanya Macpherson

    Regional Vice President, Central Canada

Speaker

  • img_speaker
  • Tom Deans, Ph. D.

    Intergenerational Wealth Expert & Best-Selling Author of Every Family's Business and Willing Wisdom

Dr. Tom Deans is the author of Every Family’s Business -- the best-selling family business book of all-time -- selected by The New York Times as one of the Top Ten Books Business Owners Should Read. With more than a million copies sold in more than 100 countries, the book provides the framework for his public lectures and seminars. Having delivered more than 1000 speeches in 26 countries – his long-awaited sequel -- Willing Wisdom was released to critical acclaim and is already a Globe and Mail and New York Times best-seller.

Both of Tom’s books deal with the intergenerational transition of family wealth. Like his books -- his talks are unconventional and contrarian.

Previously, Deans was the CEO of a large multinational family business, has worked in government relations, and has been the president of a railway. Tom has been featured in numerous magazines and journals including Profit, Money Sense, Inc. The Wall Street Journal and The New York Times. A frequent guest on CNBC, Money Line and BNN, Tom is a highly sought-after international public speaker on succession planning, wealth management and philanthropic giving. With his family selling businesses for more than $100 million, prepare to unlearn everything you thought you knew about business succession planning.

Deans earned his Ph.D. from the University of Warwick in England.

His speeches aren’t just about money and clever tax plans. They’re about giving his audience the confidence and inspiration to view estate planning as a rare opportunity to transition wisdom to family, community, and country.

Legal Notes :

The information collected about you is intended for National Bank Investments Inc. and its IT providers in order to process your request. Your personal data will be processed in accordance with the National Bank of Canada's Privacy Policy and Personal Data Protection Declaration.

Confidentiality Policy   |   ABCs of security