Session Information
Annual National CAGP - ACPDP™ Conference
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Professional Advisors Panel
Track : Individual Session
Program Code: 390
Date: Friday, April 25, 2008
Time: 9:00 AM to 10:15 AM  EST
Location: Salon F
SPEAKER (S):
 Jonathan Neale, Assante Wealth Management
 Jill Nelson, The Princess Margaret Hospital Foundation
Mr. Brad Offman, Mackenzie Financial Services Inc.
 Laily Pirbhai, The Calgary Foundation
 Malcolm Ross, Investaflex Financial Group
Description
This panel session will present successful models of relationships that are working between charities and advisors. It will discuss challenges faced by both and propose ways these two worlds can work better together, given the differences in their goals and definition of success. The session aims to provide practical ideas that both advisors and charities can implement.


Audio Synchronized to PowerPoint
(Code: 390)
Regular Atendee:Free
Non-Attendee $18 CAD - Your Price
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Handout Online
(Code: 390)
Regular Attendee: Free
  
This session is a part of: