SOLD OUT - What Will Your Legacy Be?

Sharing Family Wealth and Values

$750 billion. That is how much it is projected Baby Boomers will inherit by 2026. It will be the largest wealth transfer in Canadian history. How can those leaving and receiving inheritances use this opportunity in the most meaningful way?

Join us during U of A Days for an informative session with Michelle Fong, ‘14 BCom, ‘17 JD, of McLennan Ross LLP, to learn how you can build your family legacy through effective succession planning and thoughtful philanthropy.

Transferring values, not just dollars, is the heart of intergenerational family conversations. Learn about strategies that will ensure your loved ones are cared for and the causes you hold dear will continue to flourish.

About the Speaker

Michelle Fong of McLennan Ross LLP serves as an advisor in tax law, corporate commercial law, and wills and estates matters. Her practice is focused on estate planning and tax planning for her clients. She enjoys working with clients to build succession plans for their businesses and estate plans for their families, all while considering the tax implications of the available options. ­

Light reception to follow the program. 

Online registration is now closed but limited seats may still be available for walk-up attendees. For information, please contact Lynn Hruczkowski at lynn@ualberta.ca or 780-717-1034.