WHCA/WiCAL’s Post

We're headed to another panel today! This time with The Drake Group Education Fund. Let's get this conversation started! What are your thoughts on the conference realignment happening? #jenfrytalks

🎒 #TipTuesday: Start an Education Fund! 💰 As the school year kicks off, consider setting up a dedicated fund for your child's future. Small, regular contributions can make a big difference over time. Let’s make this school year about smart savings and bright futures! 📈✨ #BackToSchool #FinancialPlanning #SmartSavings

🎒 #TipTuesday: Start an Education Fund! 💰 As the school year kicks off, consider setting up a dedicated fund for your child's future. Small, regular contributions can make a big difference over time. Let’s make this school year about smart savings and bright futures! 📈✨ #BackToSchool #FinancialPlanning #SmartSavings

The end of the year is coming fast. Is your financial planning on track? Our new whitepaper at UBS presents a number of strategies to consider as you review your income tax, wealth transfer and charitable giving planning this fall.

Learn the fundamentals of institutional investing at our virtual Introduction to Investments "Callan College" in September. The session is designed for institutional investors, including trustees and staff members of nonprofits, and public and corporate funds. Learn more and register here: https://bit.ly/3Aritk1 #institutionalinvesting #callancollege #investmenteducation

Learn the fundamentals of institutional investing at our virtual Introduction to Investments "Callan College" in September. The session is designed for institutional investors, including trustees and staff members of nonprofits, and public and corporate funds. Learn more and register here: https://bit.ly/3Wop5Ij #institutionalinvesting #callancollege #investmenteducation

The CLU® Difference! 💫💫   Advocis Member and Past President of our Advocis Simcoe-Muskoka Chapter, Taivi Tayler, CDFA, RRC, CFP, CLU shares the impact of obtaining the CLU® on her career and practice as she guides her clients through transitioning their wealth to heirs and charities. 🙌   What makes the CLU® superior? 💯   ➡️ Master the advanced tax and insurance skills that matter to your clients' business strategies and help them develop sustained and tax-efficient outcomes. ➡️ Explore in-depth taxation & estate planning issues that are more crucial than ever in serving HNW (High Net Worth) clients. ➡️ Understand concerns from millennials about the value of financial advice. ➡️ It’s an approved designation for use of the Financial Planner title in Ontario. 👏   Interested to learn more / get started -> https://lnkd.in/eY_9STCi

Comprehensive wealth and investment management solutions and services span generations. A Glenmede partnership means strong relationships with your family to pursue your long-term lifestyle, legacy and philanthropic goals. Learn more > https://hubs.ly/Q02RnjSz0

Discover the impact of tax credits on private school choice in twenty-one states. These creative initiatives promote contributions to organizations that provide scholarships, improving educational access for students. Learn more about this topic here: https://okt.to/2xg7iN

What is an endowment? It's a gift that keeps on giving! Your contribution grows over time, creating a sustainable source of support for the causes you care about. Learn more today! #GrowingStewardship