Peace of Mind Through Planning - Tax Effective Giving - Beyond Cash

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Event Info
Summary:

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

Thursday, August 17, 2023
1:30 - 3:00 PM
Toronto Reference Library, Beeton Hall
Cost: 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. 

rachel_sachs.jpg wilton_chan.jpg

Featuring: 

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

Event Details: 

Thursday, August 17, 1:30-3:30 PM
Toronto Reference Library, Beeton Hall, First Floor, 789 Yonge Street, Toronto, ON M4W 2G8
FREE event - Light refreshments will be served.

Advanced registration is required, capacity is limited.

When

17 August, 1:30pm to 17 August, 3:00pm

Where

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

Contact

info@cagptoronto.org
Register
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