Give, Get, Grow – Inspiring Legacy – Your Clients and Donors Future Plans

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Event Info
Summary:

This event is presented in partnership with Advocis Ottawa

Join Betty-Anne Howard, M.S.W., B.A. (Hon.), CLU, CHS, CEA, Certified Financial Planner, and Master Financial Advisor - Philanthropy for the myriad of opportunities available to us as planners to inspire legacy planning, uncovering ways and means to incorporate a legacy planning lens into our estate and retirement plans for our clients. Several tools and resources will be discussed to help Advisors facilitate Legacy planning along with strategies to address our client’s internal and external barrier to making a difference in the world. This webinar has been approved by The Institute for 1.5 CE Credits. CFRE Credits TBC.

Please register online through eventbrite at:

Advocis Ottawa: Give, Get, Grow Tickets, Thu, 8 Feb 2024 at 11:00 AM | Eventbrite

Advocis or CAGP Member: $40.00 + HST

Non-Member: $55.00 + HST

During the checkout use your Advocis ID as the promotional code to unlock the member ticket.

For CAGP members use this link for the promotional rate:

 https://us1.admin.mailchimp.com/templates/share?id=155449598_cb13257d41804c6d619e_us1

 

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When

8 February, 11:00am to 8 February, 12:30pm

Where

Contact
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