November 5 – Estate Planning: Here and Now

Updated: Oct 16


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


Zoom meeting details provided on registration

Cost: FREE to CAGP members

$10 non-members


Register here

CE CREDITS PENDING APPROVAL






FEATURING KEYNOTE SPEAKER:

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The idea of sell and divide as an Estate Plan is an outdated strategy that does not fit in today’s world.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.


MODERATOR

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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The Niagara Golden Horseshoe Chapter provides resources and hosts educational events for members, providing opportunities to network, share ideas and develop understanding of current issues relating to gift planning.

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© 2020 Canadian Association of Gift Planners. Niagara Golden Horseshoe Chapter. All rights reserved.