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NextGen – Knowledge Sharing and Social: Being Thrown Into The Deep End

May 6, 2021 @ 4:00 pm - 5:30 pm EDT

Join us online for a casual chat with other Next Gen family business members about what’s happening with your family and family enterprise during this unprecedented time.

Keith Brown, President and Founder, Financial Confidence Advisors Inc, will share his story, the hardships, challenges, and lessons learned along the way of being a 19-year-old, young and care-free person, who was obliged to suddenly take over and run his parents’ business, one that was lacking supporting structures and was in no way prepared for his leadership as the next generation. Keith founded Financial Confidence Advisors Inc. to help make sure that other families don’t have to go through what he did by supporting and ensuring they have a plan and are prepare for the inevitable transition of their businesses and wealth to future generations, especially for the moment this transfer must happen before its time! Dylan Brown, Insurance Advisor, Financial Confidence Advisors Inc, will also share how his father Keith has supported him and prepared him for the successful transfer to his leadership and ownership in the future.

 

Event Details

When

()

Where

Online.

Zoom -from the comfort of your home!

*Please note the link will be provided to you in advance

Who Can Attend

NextGen members of our family enterprise community are invited to attend.

Host

Aaron Berman, BermanFalk Hospitality Group
Dean Koeller, Calvert Home Mortgage
Maximilian Fortmuller, Fortmuller Family Office

Special Guest - Keith Brown, President and Founder, Financial Confidence Advisors Inc and Dylan Brown, Insurance Advisor, Financial Confidence Advisors Inc

Contact

Alexa Zacs,Ontario Regional Coordinator

azacs@FEXCanada.ca

Register now

Please Note:  This event is only for current FEX NextGen Members

Details

Date:
May 6, 2021
Time:
4:00 pm - 5:30 pm EDT
Event Category:
Event Tags:
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Website:
https://family-enterprise-xchange.site-ym.com/events/register.aspx?id=1491261