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Smith Falconer Financial Group made it a priority to address estate planning with clients in 2020. Featuring Dr. Tom Deans, author and creator of "Willing Wisdom" and the "Willing Wisdom Index", the team hosted several client events throughout the year. As Tom would say, estate planning is only as effective as its advance communication with your family and beneficiaries. Lois speaks with passion about "family meetings" and why you should have one!
Take a listen (3:37 min)
If you're considering your family's "family meeting", read what our inspired clients share:
"With trepidation, we held our first family meeting. Through clear direction of purpose, we removed the fear and replaced it with a powerful new way to feel connected. Our second family meeting was better than the first. Can't wait for our third."
"We wouldn't have considered an open discussion with the family prior to being introduced to the family meeting concept through Smith Falconer Financial Group and Tom Deans. The meeting we had was open and honest and proved to be a wonderful kicking off point to establishing new Wills and Powers of Attorney."
"From our point of view, it should be every parents' duty to share their Wills and the reasoning put into the Wills with their children and any other beneficiaries. We certainly feel better by being open about such an important part of parenthood."
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Very best regards,
The Smith Falconer Financial Group
CIBC Wood Gundy
Lois, Rodney, Lira, Meredith and Angela
Smith Falconer Financial Group
CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. "CIBC Private Wealth Management" is a registered trademark of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc.
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