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Wednesday, November 18, 2020 | |||
1:00 pm - 1:05 pm | 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 | ||
1:05 pm - 1:20 pm | The Importance of Giving Back Antonia Palmer, Board Member, Executive Team: Childhood Cancer Canada, Coast to Coast Against Cancer Foundation | ||
1:20 pm - 1:55 pm | The Opportunity for Donor Advisor Funds in Canada & Mackenzie Charitable Giving Fund Overview Carol Bezaire, VP, Tax, Estate & Strategic Philanthropy , Mackenzie Investments | ||
1:55 pm - 2:15 pm | Incorporating Philanthropic Planning Into Your Practice Brad Offman, Founder and Managing Partner, Spire Philanthropy | ||
2:15 pm - 2:30 pm | Incorporating Philanthropic Planning Into Your Practice - Breakouts | ||
2:30 pm - 2:45 pm | Q&A Breakout Mike Evans, Vice President, National Sales Initiatives, Mackenzie Investments |