Women, Wealth & Philanthropy

 Registration is closed for this event

featuring Kirsty Thomson - Financial Advisor, Willow Wealth Management at Raymond James Ltd

Women control more wealth today than ever before. A trend that is expected to continue.

How do we ensure that philanthropy becomes a consistent discussion point by industry professionals with their clients and/or donors?

Kirsty will share her approach on helping clients establish a personal giving policy as part of the financial planning process. Expect to learn what a Personal Giving Policy is, why it is important, and how to write one.

Registration includes canapes and one beverage. Please register by June 2, 2017.

Note: This event includes the CAGP Vancouver Island Chapter's AGM. 

 

 

June 7th, 2017 4:00 PM
Union Club 805 Gordon Street
Victoria, BC V8W 1Z6
Canada

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Phone: (250) 889-7963
Email:
Event Fee(s)
CAGP Members $ 25.00 + $ 0.00 Tax
Non-Members $ 35.00 + $ 0.00 Tax

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