Event

Victoria Estate Planning Council and the Vancouver Island Canadian Association of Gift Planners

Date: March 09, 2021

Speaker: Paul Nazareth and Laurie Fox

Paul Nazareth, CAGP
VP Education & Development 

 

Laurie Fox, CAGP
Director, Legacy Program


Last year the Canadian Association of Gift Planners piloted a new billion dollar philanthropic estate planning campaign and in 2021 it will launch across the country. Join us for insight into the data collected to inform such a major effort and how estate planners like you are needed to help Canadians plan their legacies.

• We will discuss the effect of the Graduated Rate Estate regime on estate planning and philanthropy.
• We will look at trends forming in BC and across the country as we move out from under the COVID-19's social and economic shadow.
• We will also share new philanthropic estate education and collaborations with the tax, finance and estate and trust community in philanthropic client service.

You must register by emailing charlotte@dmpvictoria.ca or visiting the following site (CAGP) if you would like to attend: https://www.cagp-acpdp.org/en/events/cagp-vancouver-island-with-the-victoria-estate-planning-council

Victoria Estate Planning Council and the Vancouver Island Canadian Association of Gift Planners

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