Media Release: Professional Advisors Lunch & Learn
Philanthropy & Estate Planning Seminar: A Lunch and Learn Event for Professional Advisors
Where: Grey Root Museum & Archives- 102599 Grey Road 18, Owen Sound, ON. (West of Rockford)
When: Thursday, May 30, 2024- 9:00 am to 1:00 pm
Cost: $45 per person – includes lunch
Certificates provided for verifiable CE credit.
Information Fair during lunch will feature an introduction to regional charities participating in Will Power.
Presentations include:
“Campaign Update: Will Power: Canada’s national legacy giving campaign.”
Laurie Fox, Canadian Association of Gift Planners
“Canada Life My Par Gift”
Rob Elder, Engaged Financial
“Enhanced Trust Reporting Requirements, Alternative Minimum Tax, and Other Recent Tax Developments”
Adam Vander Duim, Tax Partner BDO Canada LLP
“Review: Gifts of Securities.”
Stuart Reid, Community Foundation Grey Bruce; Willard VanderPloeg, Brightshores Foundations
Please puchase tickets by May 24th at:
Created in 1994, Community Foundation Grey Bruce has a mandate to strengthen Grey and Bruce communities through endowment building, grant making, and community partnerships.