Estate Planning
Made Simple.

Helping families talk about their wealth transfer plans.

Keynote Speaking Topics

The Power of Family Meetings

Based on The Happy Inheritor

The Great Wealth Transfer

Based on Willing Wisdom

Protecting Family Business Wealth

Based on Every Family's Business

Family Meetings


The Power of Family Meetings
Based on The Happy Inheritor
                                           
Ideal Audience

For more than decade, advisors have engaged Dr. Deans to speak to clients gathering for their first family meeting.  His impactful presentation helps them understand how the process of a family meeting works and what great family governance looks and feels like.  

His unique business model includes never returning to work with the same family twice.  His one and out approach to family meetings, brings urgency for a family to implement his ideas and to engage over the long-term with their own trusted advisor and family meeting facilitator.

For Available Dates: Email: sales@ThomasWilliamDeans.com
or call 519-938-2069

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A Unique Speaking-Fee

Dr. Deans is a full-time professional speaker and author. For almost two decades, industry associations, wealth management firms, private family offices, accounting firms and law firms, have shared more than a million copies of his books with their clients to begin important generational wealth conversations. 

A Unique Speaking Fee: Dr. Deans does not charge a traditional speaking fee. Instead event organizers purchase copies of his book.

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What kind of Events?

Conventions: Keynotes for  Financial Services / Agriculture / Retail / Wholesale / Manufacturing / Professional Services.

Client Events:  Keynotes for  Wealth / Investment / Insurance / Family Offices / Accounting / Legal

Workshops: For Financial Services / Agriculture / Retail / Wholesale / Manufacturing / Professional Services

Family Meeting Facilitations: Advisors hire Dr. Deans to facilitate a client's first family meeting.

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Book Tom for Your Own Virtual Family Meeting

Don't leave your legacy to chance; gain the clarity and confidence needed to transition your wealth and wisdom to the next generation. Secure your private session today and start building a future that lasts.

Virtual Family Meeting

Dr. Tom Deans’ inspirational 1-hour virtual presentation will help you and your family think and talk about estate planning in a new way. This highly-interactive and entertaining session can be attended by just you or up to ten-family members plus your own advisors (tax, legal, wealth management). A recording of the event will also be provided.

Reach out for more information.

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