The Power of Collaboration: Advisors and Gift Planners Working Together - RECORDING

CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you receive member pricing.

The Power of Collaboration: Advisors and Gift Planners Working Together
Presented by: Ross Young, CA, CFP, FEA, Secure Capital Management

This webinar will go through case studies to demonstrate the importance of having all of the donor’s advisors (including the gift planning team) working collaboratively to ensure the donor’s wishes are achieved. The case studies will show the power of working together and how an intended gift can go wrong when the advisors are not working together. Focus will also be given to the benefit to the advisor of including charitable gift planning as a part of their overall services.

Unless otherwise noted, prices for webinars are: CAGP Members: $35 (no tax) Non-Members: $50 (no tax)

Webinar *

Region: ON (Non-Members) - $ 50.00 + $ 0.00 Tax

Region: AB, BC, MB, SK, QC, YT, NT, NU (Non-Members) - $ 50.00 + $ 0.00 Tax

Region: NB, NL, NS & PE (Non-Members) - $ 50.00 + $ 0.00 Tax

Total Amount | Montant total

Email Address *

Credit Card Information | Informations sur la carte de crédit

Card Type

Card Number *

Security Code

Expiration Date *

Billing Name and Address | Nom et adresse de facturation

Billing First Name *

Billing Middle Name

Billing Last Name *

Street Address *

City *

Country *

State/Province *

Postal Code *

Langues

The Power of Collaboration: Advisors and Gift Planners Working Together - RECORDING

Crédits de formation continue

Nos coordonnées

Maintenez le contact