Heir Conditioning and Why 70% of Estate Plans Fail
Nov 02, 2020 12:00 PM
Kallista Chayill
Heir Conditioning and Why 70% of Estate Plans Fail
Two certainties in life.... death and taxes. Our speaker, Kallista Chayill broaches the sometimes thorny discussion of Estate Planning (she's not trying to sell you anything) with her talk on Heir Conditioning and Why 70% of Estate Plans Fail.
With a degree in Psychology, a Certificate in Leadership in Organizations and currently completing a Masters with a concentration in Financial Conduct & Decision Making, Kallista will be talking about her study to finding many Canadians have an inadequate relationship with money, and solely treating money as a mathematical equation dismisses the emotional undertones that are important.
To ready everyone for the talk, she has asked you have a quick look at a pre-talk "Wealth Transition Quiz". A simple five minute self evaluation. Click here to download the quiz.
The Zoom link was provided via email. If you have misplaced it or not pasted it in you calendar - CONTACT US.