A Triad of Impact: You, Your Client, and their Charity

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Date and Time

Location

Location

Delta Hotels by Marriott Regina

1919 Saskatchewan Drive

Regina, SK S4P 4H2

Canada

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

Event description

Description

Many of your clients already have charitable causes they passionately believe in, and many want to talk about it. As their trusted advisor, you are in a unique position to help your clients set up charitable gifts during life, or through their estate, both of which can be emotionally meaningful and financially beneficial. Working in collaboration with the charity can remove obstacles or confusion to make this a smooth experience that strengthens trust between you and your client.

Please join us for our next luncheon where our guest speakers Dino Sophocleous and Jessica Rawn, from the Hospitals of Regina Foundation, will speak to charitable giving options that can benefit your client, and the community. Through examples it will reinforce why and how involving the charity right from the start can maximize benefits and help avoid pitfalls that can be frustrating to you and your client.

Short AGM to follow.

Date and Time

Location

Delta Hotels by Marriott Regina

1919 Saskatchewan Drive

Regina, SK S4P 4H2

Canada

View Map

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

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