Upcoming Events
Attend a Covenant Event
Attend a Covenant Family Wealth Advisors “Ask the Expert” event, specifically tailored to you and your planning needs—whether you seek advice in the area of managing wealth, financial and estate planning, business succession planning, stewardship or philanthropy.
These events are designed with your needs in mind, providing you with relevant knowledge from successful professionals in their industry. Come to learn or ask questions with like-minded guests in an intimate, professional setting. Lunch will be served to accommodate your busy schedule.
"Ask The Expert" Events:
Topic: An Entrepreneurial Journey Fuelled by Faith
Speaker: Esther De Wolde, CEO, Phantom Screens
Date: Wednesday, April 4th, 2012
Time: Lunch Noon - 1:15 pm
Place: Covenant Family Wealth Advisors, 20385 64th Avenue, Langley, British Columbia
RSVP: phone or email by Monday, April 2nd, noon, 604.546.1105,
marlene@covenant.ca
Past "Ask The Expert" Events:
We have been honoured to welcome many special guests, from a variety of fields and professions, as speakers at our "Ask the Expert" events. Here are some of the topics we've covered:
Topic: Business Succession Planning: A Values and Value Approach
Speaker: Peter Mogan, Lawyer, Access Law Group
Date: November 2011 - Langley
Topic: Life & Work Calling: Maximizing Your God-Given Potential
Speaker: Rick Goossen, BA(Hons) LLB LLM PhD
Date: October 2011 - Ottawa
Topic: Supply Management: Planning Considerations for Farmers
Speaker: John van Dongen, MLA Abbotsford - South
Date: October 2011 - Langley
Topic: Life & Work Calling: Maximizing Your God-Given Potential
Speaker: Rick Goossen, BA(Hons) LLB LLM PhD
Date: September 2011 - Toronto
Topic: Work & Life Excellence: Get Better Results While Maintaining Balance
Speaker: Rich Scott, President, Clarity Business Strategies
Date: May 2011 - Langley
Topic: Good Stewardship: Insights on Giving Wisely
Speaker: Rod Bergen, FCA, Managing Director, Tax & Financial Analysis
Date: April 2011 - Langley
Topic: Life & Work Calling: Maximizing Your God-Given Potential
Speaker: Rick Goossen, BA LLB LLM PhD, Relationship Manager & Strategic Planning Specialist, Covenant Family Wealth Advisors
Date: March 2011 - Langley
Topic: Business Succession Planning
Speaker: Peter Mogan, Lawyer, Access Law Group
Date: February 2011 - Langley
Topic: Cross-Border Planning for Canadians & Their Families
Speaker: Will Todd, Lawyer, Davis LLP
Date: December 2010 - Langley
Topic: Living Generously
Speaker: Ian Green, Executive Director, Next Level International & The Proton Foundation
Date: November 2010 - Langley
Topic: Transferring Your Wealth to the Next Generation
Speaker: Ronald Blue, President, Kingdom Advisors
Date: September 2010 - Langley
Topic: How to Avoid/Reduce Tax Legally Now and in Estate Transfer
Speaker: Michael Vukets, CA, President, Michael Vukets & Associates
Date: August 2010 - Langley
Topic: Legal and Tax Advice for Business Transition
Speaker: Paul D. Lailey, Lawyer, Davis LLP
Date: June 2010 - Langley