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!
