Rich's From Challenges to Collaboration – Generosity Planning & Donor Advised Funds Presentation

CI Assante Wealth Management |

We were thankful to everyone who joined our session, From Challenges to Collaboration – Generosity Planning & Donor Advised Funds, at the Canadian Association of Gift Planners (CAGP) National Conference in Edmonton. Rich presented alongside Serena Hak, Joely Elkins and Eva Avramis. It was a full house with awesome engagement and as always at the CAGP conference – great conversations.  Thank you CAGP!!