by Betty-Anne Howard | May 17, 2023 | Charitable Giving, Legacy Planning, Philanthropy and Inheritance Planning
Recently I attended the Canadian Association of Gift Planners (CAGP) conference in Vancouver, BC. This incredible event has broadened and enhanced my perspective on our lives and legacy, and since May is “Leave A Legacy” month, I thought this was the perfect...
by Betty-Anne Howard | Mar 21, 2023 | Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning
My team and I have an intense desire to make financial information accessible, engaging, practical, and enjoyable. Trust me. It’s liberating and powerful when you understand your relationship with money. Having recently joined a social purpose program by the United...
by Betty-Anne Howard | Feb 14, 2023 | Charitable Giving, Meaningful Conversations, Philanthropy and Inheritance Planning
February has always been one of my favorite months. After I’m done shaking off any post-holiday season blues, February marks new beginnings. With warmer weather on the way, I’m grateful for my wonderful friends and family with whom I get to spend another great year....
by Betty-Anne Howard | Jan 17, 2023 | Meaningful Conversations
The start of a new year. Much like any other life milestone, it’s a great reason to form new habits, change our behavior, or perform a complete u-turn in how we lead our lives. There is much research out there to suggest this is true. However, as I am sure you...
by Betty-Anne Howard | Dec 8, 2022 | Meaningful Conversations
‘Tis the season for many things! Did you know that the majority of charitable giving contributions occur in the last three months of the year? Do you have any thoughts on why that might be the case, other than for tax savings, or last-minute thoughts for the calendar...
