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Tuesday, November 17, 2020 | |||
9:00 am - 9:05 am | Opening Remarks and Mackenzie Charitable Giving video with Barry McInerney Barry McInerney, President & CEO, Mackenzie Investments Mike Evans, Vice President, National Sales Initiatives, Mackenzie Investments | ||
9:05 am - 9:20 am | The Importance of Giving Back Antonia Palmer, Board Member, Executive Team: Childhood Cancer Canada, Coast to Coast Against Cancer Foundation | ||
9:20 am - 9:55 am | The Opportunity for Donor Advisor Funds in Canada & Mackenzie Charitable Giving Fund Overview Carol Bezaire, VP, Tax, Estate & Strategic Philanthropy , Mackenzie Investments | ||
9:55 am - 10:15 am | Incorporating Philanthropic Planning Into Your Practice Brad Offman, Founder and Managing Partner, Spire Philanthropy | ||
10:15 am - 10:30 am | Incorporating Philanthropic Planning Into Your Practice - Breakouts | ||
10:30 am - 10:45 am | Q&A Breakout Mike Evans, Vice President, National Sales Initiatives, Mackenzie Investments |