2018 Leave A Legacy Series
How to Minimize Taxes & Maximize Legacy
Presented by
Mark Halpern, CFP, TEP, Trust & Estate Practitioner, WEALTHinsurance.com Inc.
Stephen Altbaum, BA, CPA, CA, TEP, Senior Consultant, Lipton LLP Chartered Professional Accountants
You have three possible beneficiaries - family, charity and the tax department - and you can pick only two. We will explain wealth preservation strategies to pay less tax now and leave more for your family and the causes you care about.
FREE SERIES • LIMITED SEATING
To register contact Abdesh Furmah at leavealegacy@cagptoronto.org