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November 5 – Estate Planning: Here and Now

Updated: Oct 16, 2020

WEBINAR: November 5, 2020, 10 to 11:15 a.m.

Zoom meeting details provided on registration

Cost: FREE to CAGP members

$10 non-members

Advocis and CFRE logos



Penny Towndrow, MBA, CLU, CHS, CEA

POA and Estate Planning Educator and Consultant, Ontario Estate Consulting Services

Estate planning isn’t what it used to be. Join us for an engaging presentation and panel discussion on estate planning today for lawyers, estate and wealth advisors, and fundraising professionals.

The idea of sell and divide as an Estate Plan is an outdated strategy that does not fit in today’s world. Shifting family relationships, complex investment strategies and changing government regulations are just a few components to consider.

In the current COVID-19 climate many people are revisiting their estate plans. Others are thinking about them for the first time. Now more than ever, professional advisors need to be prepared for the discussion.

Join us as we explore the challenges of Estate Planning and offer insights into navigating the complexities facing families today and how you, as a professional advisor, can help your clients reach their objectives.


Lynn Whetham, CFP

Planned Giving Consultant

The Donor Motivation Program

Lydia Potocnik, LL.B, TEP

Vice President, National Director of

Philanthropic Services

BMO Wealth Planning and

Advisory Services

Madeline Woodhead, PFP

Wealth Advisor

National Bank Financial

David Morrison, TEP, CFP

President, Berglund Taylor

Financial Services

As for the future, your task is not to foresee it, but to enable it.” - Antoine de Saint Exupery



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