Gift Planning Fundamentals for Professional Advisors - Halifax 2020

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Event Info
Summary:

CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you recieve member pricing.


Hostd by the CAGP Nova Scotia Chapter

paul_nazareth_photo_2018-cropped.pngDate: Thursday, June 4, 2020 - 7:30 a.m. - 4:30 p.m.
Location: Halifax Marriott Harbourfront Hotel, 1919 Upper Water St., Halifax, NS
Presenters: Paul Nazareth, CAGP
Cost (tax exempt):
CAGP Members: $425
Non-members: $475

Advisors who can effectively help clients engage in effective and fulfilling philanthropy while incorporating the benefits of giving into their financial and estate plan will have deeper client relationships and a competitive marketplace advantage.

Attending the Gift Planning Fundamentals for Professional Advisors will give you:

  • Strategies to help you engage more deeply with existing clients and add value to them as a philanthropic advisor;
  • Tips to grow your book of business and connect with new clients through the philanthropic conversation;
  • A better understanding of new trends in client philanthropy (e.g., advised funds, crowdfunding, social impact movements) as well as how to engage charity sector centres of influence.

This course is ideal for professionals who work in:

  • Estate Law
  • Financial Planning
  • Insurance
  • Financial Investments
  • Personal and Corporate Tax
  • Family Offices

See the Agenda

Cost (Tax exempt):
CAGP Members: $425
Non-members: $475
Includes breakfast, lunch, coffee breaks and materials.

When

4 June, 7:30am to 4 June, 4:30pm

Where

Halifax Marriott Harbourfront Hotel
1919 Upper Water Street
Halifax,  Nova Scotia  B3J 3J5 Canada

Contact

education@cagp-acpdp.org
Phone: 888-430-9494