Live Webinar Event: Protecting Intergenerational Wealth

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Join us on Wednesday, September 30 at 11:00am for Welch LLP Family Wealth Advisory’s exclusive live webinar, Protecting Intergenerational Wealth: What You Need to Know.

Our featured panelist is legal expert and certified family business facilitator Ron Prehogan, President of Equitas Consultants Inc. Besides his law practice focusing on commercial transactions including mergers, acquisitions, and the sale of business properties, Ron provides consulting services to family businesses and business families focusing on succession planning, communications, governance and mediation services.

Joining the panel are Welch LLP Partners, Jim McConnery, Carole Lekadir and Shawn Kelso.

Moderated by Welch LLP’s Managing Partner, Micheal Burch, the panelists will explore strategies to protect and grow your family’s intergenerational wealth.

Topics will include:

  • Laying the foundation to create, grow, protect and manage intergenerational wealth
  • Understanding how to navigate family dynamics – proactive versus reactive
  • Common pitfalls to avoid
  • Family advisory – what it means and why it’s in your family’s best interest
Webinar Moderator

Micheal Burch FCPA, FCA, CFP
Welch LLP
Managing Partner

Webinar Panelists

Jim McConnery CPA, CA, TEP
Welch LLP
Partner

Ronald Prehogan, B.C.L. and LL.B
Equitas Consultants Inc.
President

Shawn Kelso CPA, CA
Welch LLP
Partner
Director of Professional Standards

Carole Lekadir CPA, CA
Welch LLP
Partner

Sign up today