Join Nicola Elkins on Monday, May 15th, 2023 for “You Can’t take it with you - Plan, Live & Give.”
TMFD ACADEMY: “You Can’t take it with you - Plan, LIve & Give,” with Nicola Elkins
Learning Objectives – this webinar will cover the following:
Overview of charitable giving in Canada
Challenges to your wealth
Ways to give strategically
Donor Advised Funds
THIS WEBINAR QUALIFIES FOR 1.5 CATEGORY 3 CE CREDITS!
*Attendees must stay for the full duration of the webinar to receive these credits
**All Tax and Accounting services provided by TMFD Professional Corporation, Chartered Professional Accountants
Nicola Elkins, TEP, CFRE, MFA-Philanthropy, M.Sc.
ABOUT Nicola Elkins
Nicola is President of Cause Strategies Inc., our charitable wealth management solutions provider since 2008. She is also Founder and CEO of Benefaction Foundation. She has built a reputation as a valuable resource for those who want to integrate charitable giving into their client’s financial, estate and succession plan. Prior to establishing Cause Strategies Inc., Nicola spent 20 years in the financial services industry holding several senior roles. She has a MSc from London School of Economics and a BA from McGill University. She is the managing editor of the Master Financial Advisor - Philanthropy course offered by the Knowledge Bureau. She is also past President of Rotary Club of Westmount (QC) and of Le Manior, a home for independent seniors living in Westmount (QC).
