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CANADIAN ASSOCIATION OF GIFT PLANNERS Peace of Mind Through Planning – Tax Effective Giving: Beyond Cash
August 17 @ 1:30 pm - 3:00 pm
CANADIAN ASSOCIATION OF GIFT PLANNERS
Peace of Mind Through Planning – Tax Effective Giving: Beyond Cash
Thursday, August 17, 2023
1.30 p.m. to 3.00 p.m.
Join us for this free session by the Canadian Association of Gift Planners. 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.
Rachel Sachs, Founding Lawyer, Sachs Law
Wilton Chan, Wealth Counsellor & CRM, Evans Investment Counsel