Holiday Recognition Breakfast
Join our chapter on Thursday, December 8, 2022 from 8:30 A.M. to 11:00 A.M. (EST) at the Richmond Hill Country Club to celebrate your colleagues while gaining insight into how to have philanthropic conversations with your clients.
In addition to our awards presentation, there'll be updates from our GAMA and Advocacy chairs. We’ll also hear from our guest speaker, Paul Nazareth, MFA-P on the topic of how to engage clients in the philanthropic conversation to make impactful choices.
Register via: https://www.eventbrite.ca/e/advocis-toronto-holiday-recognition-breakfast-tickets-457006407467
You will leave with:
- A conversation roadmap to more deeply engage with current clients and add value to them as a philanthropic advisor
- How to grow your book of business and engage new clients through the philanthropic conversation and what products fall into this strategy (ie. Life Insurance, securities)
- A better understanding of many new trends in philanthropy (Advised funds, crowdfunding, social-impact movements etc.)
- More information about the Advocis partnership with the new advisor designation MFA-P; Master Financial Advisor in Philanthropy as well as professional development programs in your area of work (tax, insurance, estate planning)