Business-Family Balance by Design | Wealth Workshop for Business Owners

Ready to learn how to achieve the fine balance between Business and Family? Join us for Business-Family Balance by Design from the Monai Wealth Financial Clarity Series. This is an in-person session designed for business owners who want to build real wealth without losing what matters most — and leave with a clear, actionable plan to protect their family, fund their future, and create space for the moments that make it all worthwhile.

Date & Time:

October 6,

1:00pm – 4:00pm

Location:

Touchdown Coworking, 2030 Bristol Circle, Suite 210, Oakville, Ontario

Presented By:

Presenter:

Helen Ching, RRC, MBA, P.Eng.

Wealth Advisor | Monai Wealth

Guest Speaker:

Sami Majdalani, LLQP

Estate Tax & Corporate Insurance Specialist | Eagle Wealth Partners

Guest Speaker:

Jodi Laking

Founder & Business Contingency Advisor | Your Business Executor

Format:

3-hour in-person session, with concept and case study in the first two hours, and an interactive workshop in the last hour. Bring your laptop for the hands-on exercise.

Fees:

Space is limited. Grab your spot early.

Super Early Bird until September 6: $139 + HST

Early Bird until September 21: $189 + HST

Regular until October 6: $239 + HST

Who it’s For:

✔️ Business owners who want to build family wealth without sacrificing the time and presence their family actually needs
✔️ Parents running a business who haven't yet had a real plan for education funding, income protection, or the wealth conversations their family deserves
✔️ Business owners who want to understand how the right financial decisions today can protect — and provide for — the people they're building all of this for

What You'll Gain:

• A clear understanding of how your business decisions today are shaping your family's financial security — and exactly what to prioritize first.

• Real-world insight through the stories of business-owning families who built wealth, leverage corporate insurance, protected their income, and created space for the moments that mattered most.

• The confidence and a concrete action plan to start protecting and growing what you're building — for your family, and for the legacy you want to leave.

Photography & Recording Consent

By registering for and attending this event, you acknowledge and agree that the event may be photographed, filmed, audio-recorded, and/or live-streamed. You grant the organizers the irrevocable right to capture your image, likeness, voice, and any statements made during the event, and to use, reproduce, edit, and share this content across any media—including social media, websites, marketing materials, and promotional channels—without compensation, notice, or further approval.

If you do not wish to be recorded or photographed, please notify a member of the event staff upon arrival, and we will make reasonable efforts to accommodate your request.