11727 Kingsway, Edmonton AB


Join us for the second annual Succession Planning Day March 20, 2019 from 7:30 am to noon.  The agenda for this year’s event includes:

Josh Fortier, Barrister & Solicitor, Bishop & McKenzie

 Business structures and their effects on succession


·Advantages and disadvantages of succession arrangements

·Types of written agreements

·Potential areas of conflict



Cecile Schultz, Chartered Mediator

·Identifying barriers to succession

·Keys to recognizing and addressing the barriers

·Options for resolution


Small group discussion on various types of succession planning

·Family succession


·Outright sale to an advisor

·Purchase by third party


Registration in the Advocis Succession Planning Registry

·Connecting potential buyers and sellers


Please plan on joining us.  We look forward to seeing you there!