Protecting the Business Owner’s Wealth

Protecting the Business Owner’s Wealth

You’re invited to join Peter Dobrich, CEO of Private Financial Group, as we welcome Dr. Tom Deans, Ph.D., renowned expert on intergenerational wealth and bestselling author, for a compelling session focused on effective succession planning strategies while protecting your family’s wealth.

Dr. Deans, whose acclaimed works include “Every Family’s Business” and “Willing Wisdom,” offers a refreshing and thought-provoking approach to family wealth preservation and transition. Mark your calendar for Wednesday, April 10, 2025, when PFG hosts this special event exclusively for CAMM members. With his impressive background as a former CEO of a Canadian plastics company and having conducted over 1,000 presentations across 25 countries, Dr. Deans delivers practical insights drawn from decades of experience with family-owned enterprises.

This event is FREE for CAMM and Automate Canada members. Contact Nicole Vlanich at [email protected] to register.