Why Bother with Values Based Legacy Planning?

featuring John W. Donnelly, Donnelly Advisors Group Inc.

Do you know why you are doing your job and why your organization exists? What about your clients and donors? Do you know what values drive them?

Being held to a higher standard in life and our careers helps us differentiate ourselves from the competition. Higher standards are hard to maintain, but worth it in the long run. It requires discipline. And it takes time and great effort to ensure that everything you say and do is consistent with your WHY and everyone’s Values. John’s session will show you WHY you should bother with values based legacy planning.

This event will be held at Union Club of BC (Begbie Lounge).

Registration closes Nov 11, 2015. Ticket price includes a hot served breakfast.