DAC 2013: John Poyser – Preservation: It’s About the Crystal Ball

Why have the financial and legal advisory communities done such a poor job of committing their clients to a deep and effective estate planning process?  

Perhaps clients need permission to dream first: What does your family look like 50 years from now, after you are gone? Help heirs behave the way your clients want them to – financially speaking at least. Learn top three reasons to avoid mistakes average advisory teams make and take a “wealth funnel approach” to succession planning. Facilitate the dream and then find solutions to match, despite a changing tax and regulatory environment.

Distinguished Speaker:
John Poyser

John Poyser, LLB John Poyser is a partner with the Winnipeg Law firm Tradition Law LLP Estates and Trusts and with the Wealth and Estate Law Group, a boutique law firm in Calgary. His practices estate planning and estate litigation support, serving clients in Alberta, Manitoba, and Ontario.

Join Knowledge Bureau, John Poyser, and other Distinguished Speakers at our Distinguished Advisor Conference, November 10-13, 2013 in Ojai, California. Register by July 15.