This event will be led by Selva Trebert-Sharman, Associate Director, University of Ottawa Heart Institute Foundation and Betty-Anne Howard, CFP Assante Wealth Management. Please note that there will be both English and French breakout groups (Sylvain Ladouceur, gestionnaire des dons planifiés à l’Université d’Ottawa et coprésident du comité d’éducation de notre chapitre, animera un groupe de discussion en français et assurera la traduction des questions/réponses, si besoin, pendant la présentation.
Even if you’re not participating in Will Power™ please feel free to join, listen, learn and share as we discuss ways to motivate and support donors and clients to leave a gift in their will. After an introduction we will break into smaller groups to facilitate discussion and learning from each other. There is nothing to fear here as this is where the magic happens - when you share your experiences and stories with others.
EVENT LEADERS
Selva Trebert-Sharman, Associate Director, University of Ottawa Heart Institute Foundation
Betty-Anne Howard, CFP Assante Wealth Management
