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Women, Worth & Wellness Presents - Women & Philanthropy

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Atoka House - Cranberry Golf Course

27 West Harbour Street

Collingwood, ON L9Y 4T9

Canada

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No Refunds

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Women & Philanthropy for Boomer Women and their Daughters By Nancy Griffin

Women are the New Powerful Philanthropists!

Spend a day hearing inspiring speakers share their stories and their wisdom. This power-packed day celebrates the impact women are having by giving back. Enjoy a coffee welcome with light breakfast, a delicious lunch, and afternoon tea at the fabulous Atoka House at Cranberry Golf Course. Bring a friend!

Boomer Women, with their Daughters and Granddaughters, will be stewarding incredible wealth going forward, and are emerging as heavy hitters in the charitable sector. Their command and stewardship of personal and family wealth is growing. Women are embracing this new reality and special opportunity to exercise their unique power as women who are predicted to control family wealth in 2026.

Women are earning more; likely to outlive their husbands/spouses and inherit their wealth; and, inheriting more wealth from their parents; such that women are expected to eventually hold the power of much of the trillions expected to pass from generation to generation over the next 40+ years. Women more and more want to connect with their deeply held values to affect noticeable social change, while giving their voice extra power with their cheque books. This reality is making a noticeable difference to philanthropy!

With the potential to significantly change the face of philanthropy, women are strongly encouraged to increase their knowledge and awareness of sophisticated approaches to philanthropy; to review and consider all their personal options; and, to begin to establish an overall customized wealth plan to meet those philanthropic needs.

Join us for this very special learning event focusing on Boomer Women and Daughters on Transformational Philanthropy. Some of our very special guest speakers include:

Teresa Marques, CEO Rideau Hall Foundation, Ottawa; Clare Beckton, Women & Leadership, Ottawa; Melanie Goodchild, Social Innovator, Waterloo U; Jory Pritchard-Kerr, Collingwood General Marine Hospital; Trish Rawn, Georgian Triangle Hospice; Kelly O’Neill, Georgian Triangle Humane Society; Cathy Barrick, Alzheimers Society Ont; Barbara Little, Meaford Hospital Foundation, and Melanie Rodriguez, Y7 delegate to the G7 2019.

REGISTER TODAY and BRING A FRIEND – it will be a fabulous event with a sophisticated wealth presentation by Ron Haik, MBA, CFP, CIM, FCSI, CIWM, TEP, Nicola Wealth on several approaches to ponder, as you consider structuring your transformational philanthropy!


Event Agenda

9:30 am - Registration with Coffee & Light Breakfast
10:00 am - Welcome & Opening Remarks – Nancy Griffin
10:15 am - Women and Leadership Clare Beckton
10:30 am - Rideau Hall Foundation – Teresa Marques
11:00 am - Health & Wellness Panel: Moderator Rosalyn Morrison, TISGB

  • Collingwood General Marine Hospital – Jory Pritchard-Kerr, ED Foundation
  • Hospice Georgian Triangle – Trish Rawn, Interim Executive Director
  • Georgian Triangle Humane Society – Kelly O’Neill, Development Manager
  • Ontario Alzheimers Society – Cathy Barrick, CEO
  • Meaford Hospital Foundation – Barbara Little, President/Chair

11:30 am - Questions & Discussions with the Panel
12:00 pm - Lunch
12:30 pm - Speaker Melanie Rodriguez – Canadian Youth Delegate Y7 2019
1:10 pm - Welcome Back Morning Recap
1:15 pm - Transformational Ways of Significant Philanthropy with Case Studies – with Ron Haik & Nicola Wealth
2:00 pm - Your Will – Mira Ortved
2:15 pm - Melanie Goodchild: Social Innovator
2:45 pm - Wrap-up / Feedback / Next Steps
3:00 pm - Afternoon Tea & Mingling


Thank you to our Exclusive Advisory Sponsor - Ron Haik & Nicola Wealth

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Date and Time

Location

Atoka House - Cranberry Golf Course

27 West Harbour Street

Collingwood, ON L9Y 4T9

Canada

View Map

Refund Policy

No Refunds

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