Upcoming Conferences & Events

5th Annual Doing Well by Doing Good Conference ~ Growing Your Financial Advisory Practice Through Philanthropy

Date: Thursday, June 14, 2012

Venue: TBA (to be held in the Greater Toronto Area)

Platinum Conference Partner



A one day educational conference for senior financial advisors, planners, investment advisors and brokers including:

• how advisors can effectively utilize philanthropic advice giving as a win-win scenario for clients, charitable organizations and their books of business
• an overview of donor advised funds
• SRI funds and how they fit into a philanthropic investment portfolio
• using insurance to fund philanthropy
• how to maximize your clients philanthropic gifts through strategic giving

To become a speaker at one of Mindpath’s conferences or to utilize one of our events as a new business development vehicle through sponsorship, please contact Dan Jerred (416) 929-6463 or toll free 1-877-929-6463. To send Dan an eMail, click here.