FREE WEBINAR: Charitable Giving Strategies for High Net Worth Donors- Sliced and Diced by Profession

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jo-anne_ryan_photo.jpgCharitable Giving Strategies for High Net Worth Donors- Sliced and Diced by Profession
Presented by: Jo-Anne Ryan, TD Wealth

High net worth clients do not all look the same! Jo-Anne will discuss the characteristics of different types of high net worth clients, how they typically hold their assets and the most appropriate gift planning strategy for each type. Learn how to customize your approach for business owners, executives, doctors, dentists, engineers, retirees, lawyers and more!

November 13th, 2019 1:00 PM   through   2:00 PM
Online
Canada
Phone: 888-430-9494  ext. 222
Email:

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