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Estate Planning Council of CANADA

After The Exit: How Entrepreneurs Transition To The Next Stage

  • September 15, 2022
  • 2:00 PM - 3:15 PM (EDT)
  • Virtual

Registration


Registration is closed

Portfolio Manager Geoff Saab will address some of the personal challenges entrepreneurs face post-exit, as well as issues created by significant change in the nature of their wealth. 




The author of “Low Risk Rules: A Wealth Preservation Manifesto” will share stories and answer these questions:

• What are common experiences shared by entrepreneurs after a liquidity event?

• Is it worth setting up a Family office?

• What is the difference between the mindset of entrepreneur and investor?


Geoff Saab is a wealth manager who advises in tax, estate planning, and insurance, and now serves clients as a portfolio manager at Doherty & Associates Investment Counsel based in Ottawa.

Geoff is a Chartered Financial Analyst, Chartered Accountant, Certified Financial Planner, and certified Trust & Estate Practitioner.

He spent over a decade working in a single family office, advocating directly on behalf of his clients.

With his unique experience of working as both a wealth management industry insider and outsider, he has gained a deep understanding of how the industry works (and doesn't work) for clients.



Registration $25

No charge for EPCC Members.

Guests are welcome - this event is for professional Advisors only.

About EPCC

We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.  

We link and support Estate Planners across Canada and represent a global community online.



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