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FEA Insider Insights: Coffee Chat Series with Julia Chung
September 26, 2024 @ 12:00 pm - 12:45 pm EDT
Discover the transformative value of the Family Enterprise Advisor (FEA) Program firsthand in our exclusive Coffee Chat Series!
Hosted by seasoned FEAs, this intimate gathering offers insider insights into the program and community. With only 10 seats available, secure your spot now for candid conversations, key learnings, and invaluable insights.
Don’t miss this unique chance to explore family enterprise advising with experts in the field!
Learn more about the FEA Designation here.
Event Details
When
Thursday, September 26, 2024
12:00 PM - 12:45 PM EDT
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Where
Online via Zoom.
The Zoom session link will be emailed to registrants prior to the event.
Who Can Attend
Anyone interested in earning the FEA Designation.
Contact
Tim Mohr
tmohr@familyenterprise.ca
Can’t make it? Schedule a one-on-one call with Tim Mohr.
Presenters
Julia Chung CFP, CLU, FEA, TEP
CEO and Co-Founder, Spring Planning
Julia Chung, CEO and co-founder of Spring Planning, an advice-only financial planning firm, specializes in personal finance, multi-generational wealth, legacy, and succession planning. As co-author, she contributed to the ebooks “Women & Money,” “The Art of Delegation,” and “The Entrepreneur’s Survival Guide.” Julia is a Board Director at Family Enterprise Canada, Chair of the FEA Council, and co-founder and President of the Financial Planning Association of Canada.
Tim Mohr
Business Development Manager, Advisor Programs
Tim Mohr is a seasoned Business Development Manager with a passion for guiding advisors in the intricate world of family enterprises. With nearly a decade of experience in professional development and executive education, Tim brings a unique perspective shaped by his own family’s journey through the complexities of a failed business. Motivated by his personal history, he is dedicated to helping advisors empower their family clients to navigate challenges, foster harmony, and achieve lasting success.
As the Business Development Manager of Advisor Programs at Family Enterprise Canada, Tim champions the FEA Program and its holistic approach to equipping advisors with the tools, mindset, and strategies needed to address the diverse needs of family enterprises. Through relational engagement and a commitment to understanding each family’s unique dynamics, Tim ensures that advisors are well-prepared to guide their clients through successful transitions, ultimately shaping a future where business growth and family harmony thrive hand in hand.