| Creating Legacies That Last
Planned Giving Strategies and Solutions Join the Vancouver Island chapter for this timely event on Wednesday, November 24, 2021 at 9:30 A.M PST featuring our Professional Development Day, Creating Legacies that Last - Planned Giving Strategies and Solutions.
This is a half day event focuses on Philanthropy in Estate Planning. An outstanding line up of industry experts will discuss the current environment, top issues, concepts, strategies and case studies for implementation.
Advocis Greater Vancouver is pleased to host this event, inviting its chapter peers (Greater Vancouver, Kootenay and Thompson Okanagan). Members and non-members across the region and the country are welcome to attend. |
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| Note: Members and non-members across the network are welcome to join us for our Professional Development Day at 9:30 A.M. PST. The AGM is for Vancouver Island members only and starts at 9:00 A.M PST. |
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Professional Development Day Wednesday November 24, 2021
9:30 A.M. – 12:00 P.M. PST
Creating Legacies that Last - Planned Giving Strategies and Solutions. All are welcome to attend!
9:30 A.M. - 9:45 A.M. - Sponsor Spotlight Chelsey McEwen, Regional Sales Manager, Canada Life
- Planned Giving Concept
9:45 A.M. - 9: 50 A.M. 9:50 A.M. -10:50 A.M. - Dr. Carla Funk, Royal Roads University
- Presenting on her research paper, Doing Good for Business
10:50 A.M. -11:05 A.M. - Dale Collins, Prosperity Planning
- Case study of a planned giving client situation that was incredibly powerful and successful for her client.
11:00 A.M. -12:00 P.M. - Paul Nazareth, Canadian Association of Gift Planners
- Business Building & Giving: How to Engage Clients in the Philanthropic Conversation
- Current environment and top issues to consider when designing for planned giving with clients.
- Introduction of the partnership just officially formed with Advocis National and some of the support resources available to Advocis Members.
Closing remarks and thank you to Sponsors |
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Register Early:
As a benefit of membership, you are entitled to view this webinar for FREE ($25.00 for non-member tickets). - Use your Advocis Membership ID to trigger the promotional discount in Eventbrite
- This event is pending 2.5 CE credits
- Registration closes on November 22, 2021 at 11:30 P.M. (PST)
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Carla Funk
Associate Faculty, Royal Roads University Click here for Carla's Bio. |
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Dale Collins, CFP, EPC
Owner / Certified Financial Planner - Prosperity Planning | Mutual Fund Representative - Worldsource Financial Management Inc
Click here for Dale's Bio. |
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Paul Nazareth
Vice President, Education & Development. Canadian Association of Gift Planners
Click here for Paul's Bio. |
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This year Vancouver Island Advocis has chosen to support the Victoria Women’s Transition House with our fundraising efforts from our continuing education program events. The VWTH provides a critical service in our community, supporting women who need to flee domestic abuse. Unfortunately, at times of crisis, the evidence shows an increase in gender-based violence in and out of the home. VWTH is here for women and children in our community needing support, a safety plan and a safe place away from violence and abuse. Please join us in our efforts to support this vital service in our community: |
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