Professional advisors are invited to join the upcoming Lunch & Learn Workshop on May 22 (Friday) from 9:00 am to 1:00 pm at the Bruce County Museum in Southampton, ON. Presented by the Community Foundation Grey Bruce and Brightshores Health System Foundations, this event offers valuable insights into philanthropy, tax planning, and rural wealth transfers.

Laurie Fox will introduce and update attendees on Canada’s Will Power Campaign, a national initiative encouraging Canadians to leverage wills and assets to create lasting impact. Steve Lowe from RBC Dominion Securities will provide insights to help advisors navigate evolving financial landscapes. Finally, Dr. Ryan Gibson will discuss intergenerational wealth transfers in rural Canada and the vital role philanthropy plays in sustaining rural communities.

The workshop offers valuable knowledge to help advisors better guide their clients and strengthen local impact. Learn more and register for the workshop at https://www.eventbrite.ca/e/lunch-learn-a-workshop-for-professional-advisors-tickets-1985163016020?aff=oddtdtcreator.