Start: Thursday, May 23, 2024 at 10:00 AM End: Thursday, May 23, 2024 at 11:00 AM Time Zone: Eastern Time Add to my calendar Outlook Calendar Google Calendar Yahoo! Calendar iCal Calendar Remind Me
Did you know — May is Leave a Legacy Month?Join us for a fireside chat about estate planning, legacy gifts and endowed investments. Facilitated by Bryan Rose, Executive Director of Niagara Community Foundation (NCF), this conversation with three allied professionals, will address some of the myths around estate planning and walk you through the benefits of partnering with community foundations to meet your clients financial goals while honouring the philanthropic wishes of the donor.LEARNING OBEJCTIVES: How to meet both the financial goals of your clients AND their philanthropic wishesUnderstanding endowment giving and investmentsThe financial benefits of leaving gifts in willsThe flexibility of partnering with a community foundation as an allied professionalGUESTS:BRYAN ROSEExecutive Director, Niagara Community FoundationMADELINE WOODHEADWealth Advisor — Woodhead Wealth Management Group, National Bank Financial Wealth ManagementBRYCE B. MURRAYPartner — Murray & Associates LLPHOST:MISHKA BALSOMCEO, Greater Niagara Chamber of Commerce