Want to make charitable conversations easier, more strategic, and more impactful for clients and for our community?
The Comox Valley Community Foundation with presenting partner Coastwood Private Wealth invite professional advisors to an in-person educational and networking session focused on charitable giving strategies, tax efficiency, and community impact.
Designed specifically for estate, tax, and wealth management professionals, this session explores how charitable tools, when used well, can support client goals while strengthening our community.
Program highlights
- Networking reception, appies, wine!
- Impact giving led by Jolean Finnerty, Executive Director, Comox Valley Community Foundation
- Panel discussion with three local charitable experts in estate, tax, and wealth management professions.
- Andrea Rowe, Senior Associate Counsel, Swift Datoo LLP
- Donna P. Cloutier, Partner, Cloutier Matthews LLP, Chartered Professional Accountants
- Matt Beckett, Wealth Advisor, Coastwood Private Wealth
- Interactive Q&A discussion on client scenarios
JOIN US! REGISTER NOW
- Wednesday, May 27, 4 to 6 pm
- Crown Isle Resort Ballroom, Courtenay
- Reserve your complementary seat.
Space is limited. Reserve your complementary seat here: Register now or call 250-338-8444 or email office@cvcfoundation.org.
