When we think about re-imagining donor conversations, our peers at the Right Relations Collaborative have a powerful resource for our sector #ANSER2023 rightrelationscollaborative.ca/resources cc ANSER-ARES

Us too! Athena Wealth and Legacy Solutions! lnkd.in/gK3_XUPn

Advocis celebrates and recognizes Pride alongside our 17,000+ member-clients across Canada. #PrideMonth2023

Love how this man thinks and processes information. A structure/framework is always good & Rana Chauhan knows how to keep it simple & easy to understand the basics lnkd.in/gj-fh9Qq

Looking forward to attending and speaking at this conference on my favorite topic: Imagine Your Legacy! Making a Difference in the World. Advocis Canadian Association of Gift Planners (CAGP) The Donor Motivation Program® Canada lnkd.in/gNHCjUei

Looking forward to attending and presenting at this conference on one of my favourite subjects Legacy & Philanthropic Planning, making a difference in the world, one meaningful conversation at a time. Canadian Association of Gift Planners Advocis CAPS The Donor Motivation Program® Canada Hope to see you there!

Always a pleasure!

I personally & professionally got so much support from my Advocis membership, guidance & support from my peers & am still a member. Important to keep in mind that Institute of Advanced Financial Planners - IAFP is a branch of Advo…lnkd.in/gmUJ5QXw lnkd.in/ggRY2kpN

thestar.com/news/canada/20… that’s scary!

Can’t wait to watch this, I’m on holidays now! Two glorious weeks.

Tara Tennant we have been discussing this in detail at our office. How best to inform cottage owners & guide them through the options to address this looming problem that is better to be solved sooner rather than later! lnkd.in/eusDFTRa

Don’t miss out on this great opportunity to learn more about legacy planning, Canadians want to know so let’s be informed and help them see what will work best for them and their family!

Will fill up soon! Join us for CFRE International a credit course - which will help you raise more today! Not just tomorrow 👇🏾

With the number of dementia cases rising in Canada, Diane Peters caught up with a few Members of Advocis to explore how financial advisors can better support clients experiencing cognitive impairment.

CanAge Betty-Anne Howard with Athena Wealth and Legacy Solutions says advisors need to slow things down a bit. “Normalize trying to understand by saying this is a whole other language, which at the best of times, isn’t the easiest thing to understand.” bit.ly/3ZTTs9y

Love it! ❤️💕🥰

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Happy Chinese New Year 2024! Wishing you and your loved ones good luck, good health, great success and good cheer in the new year.

Creating a reliable lifelong income from retirement savings has been described as the toughest problem in personal finance. Our own Janet Gray, CFP®, discusses some challenges and effective strategies in this episode of Steadyhand's Coffee Break. youtube.com/watch?v=CY2Dgp…

Do you know a person or organization that’s championing equity, empowering ability and making powerful change for people with disabilities in Canada? Nominate them for a #MODCChangemakerAward at bit.ly/CMA_TW by Friday, August 9, 2024. RT to spread the word! #Disability