Speaking Opportunities

November 3rd, 2023 2:00pm EST

TV Segment - Daytime Ottawa with host Derick Fage

Feature on Daytime Ottawa:

Your window on Ottawa! Tune into daytime to find out what's going on in our city: community events, entertainment, colourful personalities - even cooking tips from top area chefs!

Host Derick Fage talks with Sandy Pollack, Founder & Principal, Trimaran Advisory Group.

September 21st, 2023 12:00pm EST

Webinar - Hosted by the Alumni Learning Consortium

When families are not able to discuss money, it can have negative consequences for everyone involved. It is important to recognize that building, managing, and transitioning wealth are three distinct processes. Once you have successfully built your business and invested significant amounts of time and money into it, it is worthwhile to consider what kind of legacy you want to leave behind. This involves reflecting on what you will pass on and how it aligns with your values. It is also essential to ensure your family is adequately prepared to receive this gift rather than leaving them with a potentially messy situation. In this informative webinar, Sandy Pollack, an estate planner, family business advisor, and author of Don't Leave A Mess: How to Disaster-Proof Your Family Legacy, will provide insights into making wise choices for your family and business that not only safeguard your hard work but also reflect your why.

SANDY POLLACK, CFP, CLU, TEP, FEA, MFA-P

Sandy is an engaging speaker who enjoys sharing her passion and 25+ years of knowledge on Family Business Planning, Single Purpose Planning and Legacy & Estate Planning. Her goal is to educate and inspire business owners who may be putting off those tough yet necessary conversations to ensure that they protect not only their wealth and legacy, but everyone involved.

Click below to submit an email inquiry regarding media interviews, professional or corporate speaking events.