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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:20240310T070000
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DTSTART;TZID=America/Toronto:20240917T120000
DTEND;TZID=America/Toronto:20240917T130000
DTSTAMP:20260430T031456
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UID:716428-1726574400-1726578000@events.familyenterprise.ca
SUMMARY:Introduction to the FEA Program
DESCRIPTION:Interested in the Family Enterprise Advisor (FEA) Program? \nRegister for this online webinar where we will explore the complex field of family enterprise advising. Business Development Manager\, Tim Mohr\, will discuss the core teachings of the FEA Program and how it can enhance your technical skills\, along with the qualification requirements and application process for the FEA Program. Guest speaker Marc-Alexandre Barbe will also join us to discuss how the FEA Program has helped shift and shape his career in advising family enterprises. \nDetails will be provided on the upcoming cohorts\, course modules\, family business team project\, certification process and the benefits of being part of our FEA community. Register today! \n	   Register now\n\n	Event Details\n	\n\n	When\n	\n	Tuesday\, September 17\, 202412:00 PM - 1:00 PM EDT () \n\n	Who Can Attend\n	\n	Professionals interested in earning the FEA Designation. \n\n	Where\n	\n	Online via Zoom.\nThe Zoom session link will be emailed to registrants prior to the event.\n\n	Contact\n	\n	Tim Mohr\ntmohr@familyenterprise.ca\nCan’t make it? Schedule a one-on-one call with Tim Mohr. \n\n	Cost\n	\n	$0.00 \n	   Register now\n\n	Presenter\n	\n														\n\n	Tim MohrBusiness Development Manager\, Advisor Programs\n	\n	Tim Mohr is a seasoned Business Development Manager with a passion for guiding advisors in the intricate world of family enterprises. With nearly a decade of experience in professional development and executive education\, Tim brings a unique perspective shaped by his own family’s journey through the complexities of a failed business. Motivated by his personal history\, he is dedicated to helping advisors empower their family clients to navigate challenges\, foster harmony\, and achieve lasting success. \nAs the Business Development Manager of Advisor Programs at Family Enterprise Canada\, Tim champions the FEA Program and its holistic approach to equipping advisors with the tools\, mindset\, and strategies needed to address the diverse needs of family enterprises. Through relational engagement and a commitment to understanding each family’s unique dynamics\, Tim ensures that advisors are well-prepared to guide their clients through successful transitions\, ultimately shaping a future where business growth and family harmony thrive hand in hand. \n\n	Guest Speaker\n	\n														\n\n	Marc-Alexandre Barbe\, FEA\, Pl Fin\, CSFPartner – Financial Planning and Advisory Services\, Planisource\n	\n	Marc-Alexandre Barbe is a seasoned expert in intergenerational strategic planning\, wealth management governance\, estate planning using life insurance\, and risk management for families and entrepreneurs. At Planisource Conseils Inc.\, he developed the Agile Financial Planning approach\, which fosters collaboration and integration among clients’ advisors. \nMarc-Alexandre’s dedication helps entrepreneurs navigate the transfer phase by identifying financial and human issues\, providing a global vision and leading the coordination of transition stages. His dynamic presence makes him a sought-after speaker and trainer for financial security advisors\, accountants\, lawyers and business transfer cohorts. \nHe is actively involved in family business initiatives\, serving as an ambassador within Groupe La Relève\, a founding member of the Transfert 360 approach\, a proud supporter of HEC Familles en Affaires\, a member of Family Enterprise Canada and an active participant in Oria Collective. Marc-Alexandre believes that professional collaboration is key to successful business transitions and continually seeks to exchange best practices and create synergies within his network. \nPlanisource’s three pillars include intergenerational strategic planning\, family unit money relationship health checks\, and continuity/estate planning education and design. These pillars help families clarify goals\, optimize financial situations\, and prepare for ownership transitions. The firm’s unique know-how\, transparent fee-based advising\, global strategic vision\, and integrative approach set them apart\, offering customized solutions and an authentic understanding of clients’ realities. \nMarc-Alexandre’s commitment to supporting enterprising families ensures that they receive comprehensive\, unbiased wealth management solutions\, making the process engaging and effective. \n	   Register now\n\n	Can’t make it?\n	\n	Book a short meeting with Tim Mohr\, Business Development Manager of Advisor Programs\, who can answer any questions you may have about the FEA Program or earning the FEA designation.
URL:https://events.familyenterprise.ca/event/fea-program-information-session-sep17/
CATEGORIES:FEA
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