Name
Navigating the Wealth Transfer: Risks, Readiness, and the Role of Insurance.
Date & Time
Thursday, October 2, 2025, 3:05 PM - 3:30 PM
Speakers
Description
Canada is undergoing the largest wealth transfer in history. Yet most families are not ready. This session reveals the risk of inaction and how holistic planning can be a powerful tool to protect legacies, unlock business value and strengthen client relationships during this pivotal transition.
Location Name
Bonavista
Full Address
The Westin Calgary
320 4 Ave SW
Calgary AB T2P 2S6
Canada
320 4 Ave SW
Calgary AB T2P 2S6
Canada
Virtual Session Link
Location
Bonavista
Digital Handout