by Betty-Anne Howard | Nov 14, 2023 | Legacy Planning, Philanthropy and Inheritance Planning
In Part 1 of our journey through Estate and Legacy Planning, we explored the heart and head of this intricate process, delving into the profound significance of aligning personal values and desires with strategic planning. We’ve discussed the importance of...
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 | Aug 22, 2023 | Philanthropy and Inheritance Planning, Retirement Planning
FREE WORKBOOK The Purposeful Retirement Workbook Wondering what your retirement will look like? This workbook offers exercises to help you create a meaningful retirement Success! First Name Last Name Email Send The Workbook! When thinking about our retirement and...
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....
