featuring Kirsty Thomson - Financial Advisor, Willow Wealth Management at Raymond James Ltd
Women control more wealth today than ever before. A trend that is expected to continue.
How do we ensure that philanthropy becomes a consistent discussion point by industry professionals with their clients and/or donors?
Kirsty will share her approach on helping clients establish a personal giving policy as part of the financial planning process. Expect to learn what a Personal Giving Policy is, why it is important, and how to write one.
Registration includes canapes and one beverage. Please register by June 2, 2017.
Note: This event includes the CAGP Vancouver Island Chapter's AGM.
