First is an exclusive discussion this Spring, featuring advocate for Philanthropy, Mark Halpern, CEO and Founder of Wealth Insurance.
This Fall, we will also be hosting a wonderful conversation with three leading Female Advisors from Fiera Capital, Scotia Wealth and Trusted Legacy. Keep a close eye on your inbox for these upcoming event invitations from us.
And stay tuned for discussions from local Estate Advisors on the virtues and values of effective Estate Planning, Wills and where legacy and philanthropy come together.
You can email me – firstname.lastname@example.org – for more information.