Workshops for Families

A list of upcoming events

Business Transitions Forum – May 15 & 16, 2019:

Wealth Strategies & the Personal Side of Post-Transition

May 15th, 2019 1;30pm – Edmonton, AB

Long-term thinking about your business is an enormous endeavor and the process of a sale can throw that thinking into chaos. One of the most important elements that gets lost is what happens after the deal is signed. Having a post-transition plan to help manage the impact this monumental change will have on your family, your emotions and your lifestyle is vital.

This session will provide helpful insights into what internal and external steps you should consider in order to handle the change from wealth creator to wealth manager.

Moderator: Carmen McHale, Senior Manager, Wealth Advisory Services, BDO

Susan Fulford, Managing Director, Dynamic Legacy Inc. 
Dave Mason, Director, Senior Private Wealth Manager, UBS Bank (Canada) 
Richard Ouellette, Managing Partner, Karma & Cents Inc. 

Discount Code – KC20

Register today at

NextGen Philanthropy – Calgary Youth Foundation:

Empathy and Giving – Balancing Emotion with Strategic Philanthropy

May 15th, 2019 5:30 pm – Calgary, AB

Empathy and innovative thinking go hand-in-hand. This workshop guides young philanthropists through a series of exercises and conversations around designing solutions for complex problems in our communities.

Drawing on client case-study and tools provided by the Frieda C. Fox Foundation and Twenty-One Toys, participants will explore philanthropy through a design approach.

For more information please contact Youth Central –

See what we’ve been up to.  Click to see a list of past Karma & Cents Advisor and Family workshops.   

Are you ready to take the
next step to Philanthropy 3.0?

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