Did you know — May is Leave a Legacy Month?

Join us for a fireside chat about estate planning, legacy gifts and endowed investments. Facilitated by Bryan Rose, Executive Director of Niagara Community Foundation (NCF), this conversation with three allied professionals, will address some of the myths around estate planning and walk you through the benefits of partnering with community foundations to meet your clients financial goals while honouring the philanthropic wishes of the donor.

LEARNING OBEJCTIVES:

• How to meet both the financial goals of your clients AND their philanthropic wishes
• Understanding endowment giving and investments
• The financial benefits of leaving gifts in wills
• The flexibility of partnering with a community foundation as an allied professional

GUESTS:

BRYAN ROSE, Executive Director, Niagara Community Foundation

MADELINE WOODHEAD, Wealth Advisor — Woodhead Wealth Management Group, National Bank Financial Wealth Management

BRYCE B. MURRAY, Partner — Murray & Associates LLP

HOST:

MISHKA BALSOM, CEO, Greater Niagara Chamber of Commerce