2018 Professional Advisor's Event - Presented by Niagara Golden Horseshoe & W.W. CAGP Chapters

 Registration is closed for this event
Learn how you can evolve your business by engaging your clients in strategic philanthropic giving.

CAGP Niagara Golden Horseshoe and Wellington Waterloo Chapters are co-hosting an event for professional advisor's and fundraisers. 

Join us for a lunch 'n' learn and hear from our keynote speaker and a panel of experts who will share experiences in philanthropy, the importance of multigenerational wealth transfer, legacy giving, tax strategies, women and philathropy, and community engagement. 

Keynote Speaker:

  • Jennifer Button, Head, Philanthropic Advisory Services at RBC Wealth Management

Moderator:

  • Paul C. Nazareth, Vice-President, Education & Development at Canadian Association of Gift Planners

Panelists:

  • Trevor Cooper, Vice-President & Director, Wealth Advisor at Cooper Wealth Management of RBC Dominion Securities
  • Joanne Goodrich, Vice-President, Associate Portfolio Manager & Wealth Advisor at Goodrich, Livingstone Wealth Management of RBC Dominion Securities
  • Nick Mastroluisi, Partner at Pettinelli Mastroluisi LLP
  • Joan Cosby, Planned Giving Consultant at The Donor Motivation Program

Sponsored By:

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October 30th, 2018 11:30 AM   through   1:30 PM
Rock Garden, Royal Botanical Gardens
1185 York Blvd
Hamilton, ON L0R 2H9
Canada
Email: Email:
CAGP Member $ 35.00 + $ 0.00 Tax
Non-member $ 40.00 + $ 0.00 Tax

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