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There are many cost-effective and tax-friendly ways to give. Our experts will share strategies to maximize your generosity while minimizing your taxes and leaving more for family and loved ones. Bring your legacy to life.

HOSTS

• Robin Fowler, MEd, CFRE – Vice President, Philanthropy, Strategy & Campaigns, St. Michael's Foundation
• Michael G. Flux – Executive Vice President & Portfolio Manager, Connor, Clark & Lunn Private Capital Ltd.

SPEAKERS

• Marvi Ricker, Family Firm Institute (FFI) Fellow – Managing Director of Family Philanthropy & Legacy Planning, BMO Family Office
• Mark Halpern, CFP, TEP, MFA-P, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor, Philanthropy (MFA-P) – CEO, WEALTHinsurance.com®