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Thursday, April 28, 2011

Successful business owners' estate planning seminar

Last night I presented a seminar in Edmonton to a group of customers invited  by our Ottewell and Wagner Road branches. All of the customers are owners of their own businesses. What a fun time we had! There were plenty of questions and lots of laughs too. Nobody thinks that estate planning seminars can be fun, but this group proved otherwise.

Thanks go to Morgan Ree of Roynat for giving us some great examples of creative financing for business owners. And I'd particularly like to thank the folks who had read my book called Succession Planning Kit for Canadian Business and told the group how much they liked it. Feels great to get positive feedback from readers.

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