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Peace of Mind Through Planning: Tax Effective Giving – Beyond Cash

August 17, 2023 @ 1:30 pm - 3:30 pm EDT

Free

Get straightforward answers from experienced advisors regarding the tax benefits of gifts of securities, life insurance, tax-free savings accounts (TFSAs) and retirement funds (RRSP/RRIFs), and learn how these gifts make an impact for charities in our community while reducing tax burden. ​A two part complimentary Webinar Series on Women & Philanthropy co-hosted with the CAGP Ottawa Chapter.

Featuring:
Rachel Sachs, Founding Lawyer, Sachs Law
Wilton Chan, Wealth Counsellor & Client Relationship Manager, Evans Investment Counsel

Event Details: Date: Thursday, August 17
Time: 1:30 – 3:00pm
Location: Toronto Reference Library, Beeton Hall, First Floor, 789 Yonge Street, Toronto, ON M4W 2G8
Cost: FREE
Registration: Peace of Mind Through Planning – Tax Effective Giving – Beyond Cash | CAGP (cagp-acpdp.org)

Light refreshments will be served.
Advanced registration is required, capacity is limited.

Details

Date:
August 17, 2023
Time:
1:30 pm - 3:30 pm EDT
Cost:
Free
Event Category:
Website:
https://www.cagp-acpdp.org/en/events/peace-of-mind-through-planning-tax-effective-giving-beyond-cash

Organizer

CAGP GTA Chapter

Venue

Toronto Reference Library, Beeton Hall
789 Yonge Street
Toronto, ON M4W 2G8 Canada
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