Engage Your Clients in Legacy Estate Planning


credit: TRB Blogs

However, there's strong evidence that we as professional advisors need to do more for those individuals and families who have philanthropic potential ...

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Meticulon, a project of Autism Calgary Association in partnership with the federal government and the Sinneave Family Foundation, operates as a social enterprise that renders high-tech services provided by people with autism, leveraging their natural abilities at requiring attention to detail, repetition, and sequencing.




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