TO REGISTER, EMAIL JILL AT moc.1695990534cpevf1695990534@rota1695990534nidro1695990534oc1695990534 by March 20th.
CAGP MEMBERS REGISTER HERE: Estate Philanthropy in Canada: the (R)evolution of Estate Philanthropy in Canada | CAGP (cagp-acpdp.org)
Event: Fraser Valley Estate Planning Council (FVEPC) & Canadian Association of Gift Planners (CAGP) Annual Crossover Event
Date: March 28, 2023
Location: Sandman Signature Hotel, 8828 – 201 Street, Langley, V2Y 0C8
5:30: Registration, Networking & Cocktails
6:00: Welcome & Buffet Dinner
6:45- 7:30: Presentation
Speaker: Paul Nazareth, VP, Education & Development, Canadian Association of Gift Planners
Topic: The (R)evolution of Estate Philanthropy in Canada
For many high-net-worth clients, charitable giving is something they are already doing, but, as always, planning is the key to multiplying both philanthropic impact and their personal fulfillment. Join us for business development insight into the current landscape of Canadian philanthropy and where your clients are already engaged in it. We will discuss how to have ‘The Philanthropic Conversation’ about expressing generosity through asset-based giving, financial and estate planning.
Speaker Bio: Paul Nazareth is well regarded for his work in Canada’s philanthropic sector. As Vice President, Education & Development at Canadian Association of Gift Planners (CAGP), his 20 years of experience spans across wealth management, universities and church philanthropy to serving as faculty member for the Master Financial Advisor in Philanthropy (MFA-P™) program trademarked by CAGP. Paul writes on philanthropy and regularly speaks about creating a personal legacy through smart, generous giving.
Dinner Fee: Included in FVEPC membership. Guest price is $75. Discounted fee for CAGP members is $50.