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:
