Langues
2018 Professional Advisor's Event - Presented by Niagara Golden Horseshoe & W.W. CAGP Chapters
Learn how you can evolve your business by engaging your clients in strategic philanthropic giving.
CAGP Niagara Golden Horseshoe and Wellington Waterloo Chapters are co-hosting an event for professional advisor's and fundraisers.
Join us for a lunch 'n' learn and hear from our keynote speaker and a panel of experts who will share experiences in philanthropy, the importance of multigenerational wealth transfer, legacy giving, tax strategies, women and philathropy, and community engagement.
Keynote Speaker:
- Jennifer Button, Head, Philanthropic Advisory Services at RBC Wealth Management
Moderator:
- Paul C. Nazareth, Vice-President, Education & Development at Canadian Association of Gift Planners
Panelists:
- Trevor Cooper, Vice-President & Director, Wealth Advisor at Cooper Wealth Management of RBC Dominion Securities
- Joanne Goodrich, Vice-President, Associate Portfolio Manager & Wealth Advisor at Goodrich, Livingstone Wealth Management of RBC Dominion Securities
- Nick Mastroluisi, Partner at Pettinelli Mastroluisi LLP
- Joan Cosby, Planned Giving Consultant at The Donor Motivation Program
Sponsored By:
October 30th, 2018 11:30 AM
through
1:30 PM
Rock Garden, Royal Botanical Gardens
1185 York Blvd
Hamilton, ON L0R 2H9
Canada
1185 York Blvd
Hamilton, ON L0R 2H9
Canada
Email: cagpgoldenhorseshoe@gmail.com
Email: cagp.ww@gmail.com
CAGP Member | $ 35.00 + $ 0.00 Tax |
Non-member | $ 40.00 + $ 0.00 Tax |