Clare Forshaw, Portfolio Manager and Zainab Williams, Financial Planner from Forshaw Wealth Management
invite you and guest to join us for an exclusive lunch and learn session with Manulife’s Hemal Balsara Assistant Vice
President, Regional Tax, Retirement, and Estate Planning Services. Hemal has contributed to various publications
including the Canadian Tax Highlights, PwC's Wealth and Tax Matters and the Canadian Taxation of Life Insurance.
Through his presentation, Succession Planning for the Family Business, you will learn of the challenges that often
arise when transitioning a business and how you can protect yourself and maximize the value of your business to
ensure a successful transition.