Exploring Legacy Giving: Essential Gift Planning Conversations
Thursday May 25th, 2017
12:00pm-1:00pm (doors open at 11:30am)
Saskatoon Prairieland Park, Hall B
Our panel of experts will share stories and expertise on leaving a legacy.
What works? What doesn’t? Who are key people to talk to as you plan your gift?
Panel Members:
Caitlin Turnbull, Estate Lawyer with Leland Kimpinksi
Caitlin enjoys working with clients to provide well thought out Wills and estate plans which will result in peace of mind for executors and beneficiaries while also minimizing tax and probate fees where possible.
Jay Stark, Certified Financial Planner, Sutton Financial Group
Jay has been successfully advising clients on how to significantly reduce their income an estate taxes for more than 18 years. His expertise has helped many people realize their goals of giving back and creating lasting legacies.
Joan Steckhan, Charitable Giving Expert, CFO and Director of Marketing, Prairie River Cruises
Joan spent over 20 years managing not-for-profit organizations including 12 years as Executive Director of the Kinsmen Foundation. Now co-owning Prairie River Cruises with husband Mike, Joan finds time to volunteer with various groups and charities, knowing the value these organizations bring to our community.
Luncheon Presenting Sponsor:
Vancouver, BC V6B 1B6
Canada