Thursday, February 25th, 2021
12:00 – 1:00 p.m. EST
Come and join your wealth management and planned giving professionals to ask them questions about:
· Planned giving strategies
· The Canadian charitable sector
· Tax and estate planning strategies and charitable giving
Chris Richardson, Former Director of Gift Planning for the Vancouver Foundation
Rosa Maria Luliano, Tax Partner, Baker Tilly
Ines Jelic, Lawyer, Mann Lawyers
Michael Kirkpatrick, VP & Portfolio Manager, RBC DS

Please share any of your questions or comments on charitable giving, planned giving strategies using insurance, estate and tax planning ideas and we will address them in the webinar.
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