November 23, 2024 @ 12:25 am
Strategic Philanthropy Ask Me Anything
If you could spend an hour with a financial advisor and lawyer, what would you ask?
Get your financial, legal, and philanthropic questions answered by two of the best in the business at our first ever Strategic Philanthropy Ask Me Anything virtual session!
Presenters Rich Widdifield, CFP,® CI Assante Wealth Management and Rose Shawlee, Lawyer, Harper Grey LLP are happy to answer your questions at our first ever “AMA”.
Get insider tips on:
• Creating bullet proof financial and estate plans that honour your wishes and values
• Protecting your wealth and providing for your loved ones
• Making a meaningful difference in your community, no matter how much is in the bank.
Please join us for our:
Strategic Philanthropy Ask Me Anything
Wednesday, May 19, 2021
12:00 p.m. -1:00 p.m.
Via Zoom