Webinar: Charitable Giving Strategies for High Net Worth Donors- Sliced and Diced by Profession

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Event Info

jo-anne_ryan_photo.jpgCharitable Giving Strategies for High Net Worth Donors- Sliced and Diced by Profession
Presented by: Jo-Anne Ryan, TD Wealth

High net worth clients do not all look the same! Jo-Anne will discuss the characteristics of different types of high net worth clients, how they typically hold their assets and the most appropriate gift planning strategy for each type. Learn how to customize your approach for business owners, executives, doctors, dentists, engineers, retirees, lawyers and more!

When

13 November, 1:00pm to 13 November, 2:00pm

Where

Online

Canada

Contact

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