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Peace of Mind Through Planning: Tax Effective Giving – Beyond Cash
August 17 @ 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.