10/20/2026
Meet our 𝐏𝐫𝐨𝐭𝐞𝐜𝐭 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮'𝐯𝐞 𝐁𝐮𝐢𝐥𝐭. 𝐏𝐫𝐞𝐩𝐚𝐫𝐞 𝐅𝐨𝐫 𝐖𝐡𝐚𝐭'𝐬 𝐍𝐞𝐱𝐭. trusted Advisor panelists 🎤
On October 29th event, five advisors who work with family businesses every day will cover the questions any owners, entrepreneurs, and next-gen leaders want to know, from wealth and financing to tax, succession, and family dynamics.
🎤 David MacDonald, Principal, Strong & Associates. Accounting and tax for owner-managed businesses.
🎤 Carolle Fernando, Partner, Cox & Palmer. Tax, estate, and succession planning for business owners.
🎤 Lauren Chaulk, Elliott & Chaulk Private Wealth Management. Exit planning and wealth management for business families.
🎤 Amanda Francis, Relationship Manager, BMO. 20+ years helping owners finance growth.
🎤 David Blom, Blackwood Family Enterprise Services. 30+ years guiding enterprising families through succession.
Prepare your questions. Every ticket includes two registrations, so bring your successor, parent, or partner and get answers together.
📅 October 29 / 12:15PM - 2:45PM
🔗 Register here: https://fba.raklet.com/Events/Home/Details/6015550d-c032-4f7d-b02f-a7b18a9f7ffc?_gl=1*ybum39*_gcl_au*NjQ5Mzk0NTk1LjE3ODMzNjczOTI.*_ga*OTQ0MzgwMTE1LjE3ODMzNjczOTI.*_ga_PVPB3SZ6V2*czE3ODc5NDUxNzEkbzU1JGcxJHQxNzg3OTQ1NDEyJGo2MCRsMCRoMA..