CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you receive member pricing.
Session cost for individuals
CAGP Members: $150 | Non-members: $250
Session cost for organizations
Participate in this session with up to 10 of your team colleagues in the office or virtually.
CAGP Members: $350 | Non-members: $600
All prices are tax exempt.
Monday, November 30, 2020 | 1:00 – 3:00 pm ET
Teams in the Trenches
Investment advisor, insurance specialist, lawyer, director of planned giving. Join this interdisciplinary panel on their journey with a donor, from the opening conversation to a fully implemented Donor Advised Fund at the Victoria Foundation. Learn how they designed the plan, what obstacles they encountered along the way, and when they engaged each other in the process.
Cody McMullin, CPA, CA, CFA, Investment Counsellor, RBC Phillips, Hager & North Investment Counsel Inc.
Brenda McEachern, B.Comm., LL.B, TEP, Vice-President, Insurance, Trust and Estate Planning Services, RBC Wealth Management Financial Services Inc.
Sara Neely, LL.B., CFRE, Director of Philanthropic Services, Victoria Foundation
Tim Greengoe, BA,MBA,CFP,CLU,CHS, Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
