Lunch & Learn for Professional Advisors

Description

As a trusted advisor, you play an important role in helping clients realize and create their personal philanthropic vision. Research shows that only 7% of Canadians would leave money to charity in their Will in the absence of a specific discussion around charitable giving. However, if the issue is raised with them, perhaps when drawing up a Will or financial plan, the figures rises to 27% - more than a three-fold increase. Join us at this event, one of four Lunch & Learn events across Northumberland County, to learn more about the community foundation, and for information on how to start the giving conversation with your clients. You can help your clients enhance their legacy by showing them their giving options and by demonstrating to them how they can make a positive impact in their community.