2018 Leave A Legacy Series
Smart Estate & Philanthropic Planning For Women
A Panel Discussion with
- Charlotte Paul, CDFA, Financial Advisor, Perspective Wealth Management, Raymond James Ltd.
- E.M. (Yeti) Agnew, Legal Sherpa® Lawyer, Yeti Law Professional Corporation
- Alexandra Spinner, CPA, CA, TEP, Partner, Crowe Soberman LLP
- Moderator: Susan Horvath, BSc., MSc., President & CEO, ROM Governors
Statistically women continue to outlive men. In the context of financial and estate planning our panel will address how smart women enhance their financial confidence, protect and distribute their assets, and become highly involved in their estate plans. They will discuss valuable tools, action items and practical steps to help empower women strive for financial stability, avoid common estate planning mistakes and cover effective ways women can distribute their assets to maximize their wealth and impact while supporting their philanthropic objectives.
FREE SERIES • LIMITED SEATING
To register contact Abdesh Furmah at leavealegacy@cagptoronto.org