The Jewish Community Foundation of Montreal

THE JCF PROFESSIONALS PARTNERSHIP

Clients expect their financial advisors to engage them in a meaningful, in-depth conversation about philanthropy. This is why our goal is to strengthen our work with professionals by offering this annual seminar and sharing the tools for smart philanthropy.

Professional Development Seminar

Clients want their advisors to discuss their giving values in addition to technical financial considerations and feel these conversations strengthen the client relationship. The seminar provides professional enrichment and updates on planned giving tools they can use for their clients.

The Annual Professional Development Seminar, usually held in June, is one of the Foundation’s continuing services to professional practitioners in the fields of tax and estate planning.

The 2017 seminar is being held on Wednesday, June 14th 2017. This year’s program includes the following topics: Risk Management for Professional Advisors, Trustees and Executors, Wills, Trusts & Estates & US / Canada Issues and What’s New in Tax: The Trend Is (Not) Your Friend!

For more information and to register to PAC Seminar 2017 click here!

 

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