Help! I don't understand how trusts and insurance are used in gift planning

 Registration is closed for this event

You hear your client or donor say, "I think I need a trust" or "My planning is all done because I have a trust". Or perhaps “I don’t need this life insurance policy anymore” or “I’d like to make a bigger impact with less commitment”.

This session will look at how trusts and insurance are used, their purposes, and how they can be used in charitable giving.

January 20th, 2026 11:45 AM   through   1:00 PM
Online - Alberta North
Email:
Member $ 10.00 + $ 0.00 Tax
Non-Member $ 15.00 + $ 0.00 Tax

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