On November 16th, the Canadian Association of Gift Planners for South Saskatchewan is hosting a panel discussion for anyone who serves (or wants to understand) clients and their gift planning needs in a professional capacity.
The group will be aiming to give a 360 degree view of working with clients from a legal, fundraising, insurance and investment perspective with a view to the volatility of today's markets.
I'm excited to be presenting from the perspective of a gift planner working on the charity side.
Hope you'll be able to join us!
Registration info can be found here.
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