WEBINAR: November 5, 2020, 10 to 11:15 a.m.
Zoom meeting details provided on registration
Cost: FREE to CAGP members
$10 non-members
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The idea of sell and divide as an Estate Plan is an outdated strategy that does not fit in today’s world.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