LAST CHANCE TO REGISTER: Creating Legacies That Last

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 Vancouver Island 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.

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. - 10:00 A.M.

• Dale Collins, Prosperity Planning
• Case study of a planned giving client situation that was incredibly powerful and successful for her client.

10:00 A.M. -10:05 A.M.

• Q & A from Chat Box

10:05 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.

• Q & A from Chat Box with Dr. Carla Funk

11:00 A.M. -11:45 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.

11:45 A.M. -12:00 P.M.

• Q & A from Chat Box with Paul Nazareth

Closing remarks and thank you to Sponsors

Last Chance to Register:
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)

Guest Speakers:

Carla Funk
Associate Faculty, Royal Roads University

Click here for Carla's Bio.

Dale Collins, CFP, EPC
Owner / Certified Financial Planner - Prosperity Planning | Mutual Fund Representative - Worldsource Financial Management Inc

Click here for Dale's Bio.

Paul Nazareth
Vice President, Education & Development. Canadian Association of Gift Planners

Click here for Paul's Bio.

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:

Questions:
If you have any questions or concerns regarding this event, please reach out to the Advocis Vancouver Island chapter at VancouverIsland@AdvocisChapter.ca