Whether you're already giving or simply thinking about your long-term legacy, philanthropy can be an intentional part of a comprehensive wealth plan.

This educational webinar will be presented by Leslie S. Kehoe, Managing Director and Senior Wealth Strategist at CIBC Private Wealth, who brings over 25 years of experience in wealth transfer and legacy planning.

In this session, we’ll explore:

• Engaging family in meaningful giving conversations

• Clarifying your charitable mission and priorities

• Planning approaches such as donor-advised funds and charitable trusts

We hope you’ll join us.