Strategic Philanthropy Ask Me Anything
November 2, 2021 @ 12:00 pm - 1:30 pm
Ask Me Anything
If you could spend an hour with a financial advisor and lawyer, what would you ask?
Join us for our virtual Ask Me Anything Event on strategic philanthropy with experts Rich Widdifield and Rose Shawlee
November 2nd 2021
12PM – 1:30PM
Rich Widdifield, CFP® CI Assante Wealth Management and Rose Shawlee, Lawyer, Harper Grey LLP are back to share insider tips on:
- Lowering your tax burden
- Protecting your assets
- Providing for your loved ones
- And how you can make a significant difference for the causes you care about, even if you don’t consider yourself wealthy.
Curious but can’t make it?