Advocis National: A Deeper Dive into Philanthropic Strategies

A Deeper Dive into Philanthropic

Strategies

Join us on Thursday, September 29 at 1:00 P.M. (Eastern Daylight Time) for an advanced webinar featuring Mark Halpern on A Deeper Dive into Philanthropic Strategies.

Mark will walk us through HNW case studies and explain what you need to know to help your clients create legacies by converting taxes to charity, leading to large insurance sales and countless referrals.

A portion of the proceeds will be donated to support SickKids and the purchase of cutting-edge IV pumps that will allow the Hospital to more safely and effectively administer lifesaving treatment, while easing pain and discomfort for the country’s sickest kids.

Register Early:

Available spots are limited and will be on a first-come, first-served basis.

This event has been accredited for 1.5 CE credits with The Institute, AIC, ICM, ICS, and FP Canada

Admission:

As a benefit of membership, Advocis Members are able to attend this webinar at a discounted rate. Please use your Advocis ID as the promotional code to unlock the Advocis member ticket.

Member Admission: $175 + HST
Non-member Admission: $225 + HST

*Bundle Admission (The New Philanthropy & A Deeper Dive into Philanthropic Strategies): For those who purchased the bundle admission please do NOT register for this event, the Zoom details will be sent to you 24 hours before the webinar. If you are unsure if you purchased the bundled admission please email events@advocis.ca for confirmation.

Presenter:

Mark Halpern, CFP, TEP, MFA-P

Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor - Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for over 30 years.

As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax advantaged insurance solutions to protect families, create charitable legacies, and preserve estates.

Mark works closely with clients’ accountants, lawyers, insurance, and investment professionals to provide comprehensive estate planning solutions as part of the team. [..] Read More Here

Questions:
If you have any questions or concerns regarding this event, please reach out to c e@advocis.ca.