Family Stewardship with Trudy Pelletier FEA | CEPA | CEC

by | Sep 10, 2024 | SHifT News | 0 comments

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Let’s Talk About SHifT

You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast.

Trudy Pelletier is the founder of The Family Stewardship Group Inc. where she guides and facilitates the succession and continuity planning process for private family enterprise and partners in business.

Trudy is a governance expert designing structures and agreements to mitigate risk, create alignment, and accountability.

Join our conversation on best practices and “when” to start planning for future legacy.

 

 

 

 

 

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