PLANNED GIFTS

Why having the philanthropic conversation with your clients is so important and how best to accompany them in their endeavours

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Event Details
Date & Time

Thursday, November 01, 2018 from 4:15 PM to 6:15 PM

Location

3755 chemin de la Côte-Sainte-Catherine, Montréal

Contact

Tiffany Belliardo
(514) 340-8222 x 24057

Event Description

PLANNED GIFTS


Why having the philanthropic conversation with your clients is so important and how best to accompany them in their endeavours


Free conference (FRENCH) - Organized by the Jewish General Hospital Foundation for members of the Chambre des notaires du Québec to give you the opportunity to further your knowledge

Denis Coderre, Ambassador for the Jewish General Hospital Foundation, looks forward to welcoming you and presenting the speakers:

Jeremy Hampson (Senior Wealth Advisor, Assante Wealth Management),
Patricia Tonelli (Senior Advisor, Desjardins Foundation) and
John Patrick Saker (Account Manager, Desjardins Wealth Management).

Free conference (1h)
Cocktail free parking.
Limited seats!

We're waiting for you!


4:15 pm - Cocktail – Jewish General Hospital Entrance Hall (Côte-Sainte-Catherine Road)

5:00 pm - Conference – Nurses Lecture Hall, Room A-139

Why you should discuss planned giving with your clients
Jeremy Hampson, Senior Wealth Advisor, Assante Wealth Management

Practical Guide: How best to accompany your clients
Patricia Tonelli, Senior Advisor, Desjardins Foundation and John Patrick Saker, Account Manager, Desjardins Wealth Management

6:00 pm – Exclusive Tour of a Hospital Department


Sign-up by October 22nd, 2018 – mgarant@jgh.mcgill.ca