Gift Planning Vehicles - A Panel Discussion on Gifts of Insurance, Investments & DAF’s

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Event Info
Summary:

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We’ve invited Sherri Grosz of Abundance Canada, Ryan Fraser of Quiet Legacy Planning Group, and Samantha Way of Zavitz Insurance & Wealth to join us for a panel discussion and question period.

We’re going to explore the different types of gift planning vehicles, such as insurance, securities and DAF’s. You’ll get a chance to submit your own questions to the experts and get clarity on the advantages and complexities of each.

If you a case study to submit it to our panel, a submission link will be made available within the registration process. More details to come, stay tuned!

When

7 November, 12:00pm to 7 November, 1:30pm

Where

London Public Library (The Lawson Room, across hall from main library entrance)
251 Dundas Street
London,  Ontario  N6A 6H9 Canada

Contact

sarah@quietlegacy.com
Phone: 226-234-3090

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