Planning for Good: What Professional Advisors Should Know

Help Your Clients Give With Purpose: A Guelph Community Foundation Event

Financial advisors, estate lawyers, accountants, and will writers were invited to this free event to learn more about how philanthropic giving can better serve their clients & enjoy an excellent opportunity to network with other local professionals.

Event Overview:

Friday November 21st’s event was a great opportunity to not only learn about ways to include effective philanthropic options for wills and yearly tax benefits, but also to network and meet with some of the incredible financial advisors and will writers and lawyers in our community. We especially enjoyed getting to have these conversations with the delicious coffees and refreshments in hand, provided by Mr. Macaw Brazilian Coffee. We loved getting to hear from the speakers and to hear your questions about including effective philanthropic options to best serve clients. Thank you to speakers, Mike Baker, Jaime Power, Diane Squires, and thank you to BDO Canada’s Guelph office for hosting us.

Missed the event but want to learn more about how to best incorporate charitable donations into your financial plan or will? Want to set up a Lunch and Learn? Email us at [email protected] and we’d be happy to connect!

Today’s clients expect more than wealth management; they want guidance that aligns with their values. Join us for “Planning for Good”, a specialized event for financial advisors, estate lawyers, accountants, and will writers. Network with like-minded professionals, who want to increase their knowledge to better serve their clients and discover how you can incorporate strategic giving into your client services with the support of your local community foundation. Unlock the power of philanthropy to better serve your clients and grow your practice!

Event Outline

Learn how the Guelph Community Foundation is a unique and impactful option for clients interested in philanthropic giving

Key Topics: What is the Guelph Community Foundation?, What is Estate and Wealth Planning?, Investing for Impact, Benefits of Charitable Giving, and Bequeathal