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X-WR-CALNAME:Family Enterprise Canada Events
X-ORIGINAL-URL:https://events.familyenterprise.ca
X-WR-CALDESC:Events for Family Enterprise Canada Events
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DTSTART;TZID=America/Winnipeg:20261019T163000
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SUMMARY:Kinnect Winnipeg: Legal & Financial Systems for Lasting Family Succession
DESCRIPTION:Open to All Members and Guests – Join us in Winnipeg for an enriching conversation on one of the most critical – and often overlooked – aspects of family enterprise: building the legal and financial infrastructure that allows your family to thrive across generations. \nSuccession isn’t just about transferring wealth – it’s about designing the governance structures\, financial plans\, and legal frameworks that support both continuity and longevity. And getting it right makes all the difference. \nJoin Tannis Dawson (TD Wealth) and Steven J. Kohn (MLT Aikins LLP) for an engaging\, practical discussion on how families can align their values with formal structures\, navigate the tension between flexibility and control\, and avoid the common pitfalls that derail even the best-laid succession plans. \nWhether you’re just beginning your planning journey or refining an existing structure\, Tannis and Steven will bring real-world insights and actionable strategies to help your family enterprise endure\, and flourish for the long term. \nThis is a session you won’t want to miss. \nPlease note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted\, particularly for any advisors attending the event. \nEvent Details\nWhen\nMonday\, October 19\, 20264:30 PM - 8:00 PM CDT () \nWho Can Attend\nThis event is open to all members of Family Enterprise Canada (this includes designated FEAs and FEA Candidates). \nWhere\nVenue details are coming soon! Registered attendees will receive location information by            email prior to the event. \nContact\nFor help with registration\,email events@familyenterprise.ca \nCost\nIncluded with your Family Enterprise Canada Membership \n   Register now\nPresenters\n \nTannis Dawson\, CLU\, FEA\, CAVice President\, High Net Worth Planner\, TD Wealth\nBased in Winnipeg\, Manitoba\, Tannis Dawson is a wealth strategist at TD Wealth specializing in sophisticated\, personalized solutions for high and ultra-high net worth clients\, including business owners\, corporate executives\, and family enterprises. With over two decades of senior tax experience at firms such as KPMG\, MNP\, and IG Wealth Management\, her expertise spans retirement income\, business succession\, estate planning\, advanced tax management\, philanthropic planning\, and complex financial instruments. A Chartered Accountant (CPA\, CA) and University of Manitoba graduate\, Tannis is a recognized national presenter\, has appeared on BNN and Money Talk\, and is frequently quoted in Canadian media. She is an active contributor to her professional community\, having served on the Board of STEP Canada\, chaired STEP Winnipeg\, and earned STEP Canada’s Volunteer Award. \nLearn more about TD Wealth → \n \nSteven J. Kohn\, K.C.\, FEA Partner\, MLT Aikins LLP\nSteven Kohn\, K.C. is a partner at MLT Aikins in Winnipeg\, where he advises clients across Canada on tax law\, mergers and acquisitions\, business succession\, corporate and commercial law\, and estate planning. A trusted advisor to multi-generational family enterprises and business owners\, Steve has extensive experience helping families and organizations navigate complex succession and governance matters. He is also recognized as a leading lawyer in corporate tax by Lexpert and Best Lawyers in Canada. \nLearn more about MLT Aikins →
URL:https://events.familyenterprise.ca/event/community-event-oct19th/
CATEGORIES:All members,Family,FEA,NextGen,P.A.G,Progressive Experience
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