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FEA Connect – Montreal
November 2, 2022 @ 5:00 pm - 8:00 pm EDT
Please join us for drinks, light canapés and the opportunity to catch up with old friends (or make new ones) as we discuss some of the amazing research, writing and tools being developed by members of our FEA community.
We are excited to hear from Danielle Saputo, Legacy Coach & Family Advisor, who will explore the Decision Tree tool in detail. The Decision Tree tool was developed by Danielle and Jeff Halpern, FEA in collaboration with Family Enterprise Canada. Danielle will share insights into the tool's purpose and how FEAs can utilize it with their family business clients.
Wednesday, November 2, 2022
5:00 PM - 8:00 PM EDT
Business Development Manager, Advisory Programs
Danielle is a Life Learner dedicated to bringing out the best in herself and others. As a Family Advisor she is clarifying purpose, resolving conflict, and amplifying total wealth, where wealth is much more than financial capital – the focus here is on Human Capital. The basis of her family advisory role is: “Are you communicating in a way that the family is in Harmony?” As a professionally trained coach, Danielle’s goal is to hold a safe space for her clients. She provides accountability, clarity, and support on their journey of self-discovery and forward motion. The basis of her coaching is: “Are you living the Legacy you want to be remembered for?” Danielle also engages at speaking events sharing her story, knowledge, and experience to help other Canadian families overcome the proverbial saying; “shirtsleeve to shirtsleeve in 3 generations”.
- November 2, 2022
5:00 pm - 8:00 pm EDT
- Event Category:
- Event Tags:
- Continuing Education, FEA, Meet-Up, Social