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Community Call: How COVID Has Impacted Our Work as Both FEAs and Families in Business

March 17 @ 1:00 pm - 2:00 pm EDT

As we move towards a ‘new normal’ and adjust to the limitations COVID has imposed on our clients and our customers, how do you plan to move your business forward while we enter the third year of the pandemic? What have you learned about yourself and the resiliency of your business? What are your challenges and successes, or surprises?

Event Details

When

()

Who Can Attend

This call is open to all members of our community.

Where

Online via Zoom.
A Zoom meeting link will be emailed to you prior to the event.

CE Credit

FEAs who attend this event will receive 1 continuing education credit towards their FEA designation annual requirement.

Interested in Hosting?

If you are a member of our community and would like to host a Community Call, please complete the Host Application Form here

Contact

Register now

Presenters

Tammy Head Shot Oct 2020

Tammy Buss, CFP, CLU, CH F.C., CFDS, FEA
Financial Planner
Buss Financial Group

Tammy has spent the past 35 years of her career as a Certified Financial Planner (CFP), working closely with family-owned businesses across Southwestern Ontario.  In 2020, Tammy obtained the Family Enterprise Advisor designation (FEA) to enhance the value she can bring to her clients.

As a small business owner herself, Tammy understands the nuances and challenges that family businesses face. She is passionate about guiding family businesses through the many phases of a growth and helps business owners navigate everything from group benefit plans to succession and estate planning.

Hilary Leitch

Hilary Leitch
Associate
Lerners Lawyers

Hilary is a lawyer practicing at Lerners LLP in Business Law, Wills and Estates. Her wills and estates practice focuses on estate planning and administration, including business succession planning, and family trusts. Hilary works with clients across Southwestern Ontario. Her practice includes the preparation of Wills, Powers of Attorney, and the administration of estates. Hilary also assists with the creation of trusts, guardianship applications and related matters.

As part of her practice, Hilary advises estate trustees, beneficiaries, attorneys, and guardians for property and personal care on their respective rights, roles and responsibilities.

Hilary is actively involved in her community. Currently, she serves as Vice Chair of the Board of Directors for Big Brothers Big Sisters of London & Area.

Register now