The Power of Collaboration & Donor Advised Funds (Threat or Opportunity?)

 Registration is closed for this event
Join us for our November lunch and learn!

Lisa Wittur and Tom Okanski, The Okanski Financial Group- CIBC Wood Gundy collectively have over 50 years of experience in investment management, financial and estate planning. 

Their topic The Power of Collaboration & Donor Advised Funds (Threat or Opportunity?) will address such questions as “What sorts of discussions do wealthy clients have with their financial advisors regarding charitable giving?” Ranging from deep rooted traditional investment sales through to full financial planning and family offices, these are often dynamic and evolving relationships. They will also speak to “How might gift planners understand the type of relationships that exist between clients and financial types?” and share some thoughts on how the topic of giving back can be addressed in these various contexts, including donor advised funds.

Contact Trish Gergich at tgergich@fanshawec.ca or 519-476-8848 for any questions.

November 10th, 2017 11:45 AM   through   1:30 PM
200 Collip Circle
London, ON N6G 4X8
Canada
Phone: 519-667-6223
Pricing
Member $ 30.00 + $ 0.00 Tax
Non-member $ 40.00 + $ 0.00 Tax

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