by Betty-Anne Howard | Sep 12, 2023 | Charitable Giving, Financial Literacy, Legacy Planning, Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning, Retirement Planning, Women's Empowerment
I remember it clearly, as though it was just yesterday, hearing my Financial Planner, Lise Allin, say to me, “We need people like you in financial services.” By people like me, she was referring to my unique background in psychology and social work. She went on to say...
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 | 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 | Jun 2, 2022 | Charitable Giving, Legacy Planning, Philanthropy and Inheritance Planning, Retirement Planning
Estate Planning is a critical component of your Financial Plan. All the pieces of the puzzle need to fit together, creating a picture that makes sense and gives you clear, concise information about how each piece works together. Not only that, but we also want to...
by Betty-Anne Howard | Mar 8, 2022 | Charitable Giving, Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning, Women's Empowerment
“When we speak we are afraid our words will not be heard or welcomed. But when we are silent, we are still afraid. So it is better to speak.”Audre Lorde I recently read a fantastic book written by Kristin Hannah called The Nightingale. Her inspiration for telling this...
by Betty-Anne Howard | Oct 18, 2021 | Charitable Giving, Legacy Planning, Philanthropy and Inheritance Planning
“We need an understanding of heroism that is driven less by empathy than by attentive care, an affect that is triggered by openness to the world, followed by curiosity and concern about those who inhabit it. Lack of curiosity becomes, then, the greatest sin, a failure...
