Tax Smart Estate Planning & Giving
If you could only pick two beneficiaries from three options which would you pick? Your family. Government. Charity? Join three professionals who will cover planning considerations to maximize and preserve your wealth as well as point out the advantages of charitable giving. This workshop will be interactive and provide you with the knowledge to make intelligent decisions for your business partners or family members.
DATE: Thursday August 8, 2019
TIME: 6:00 - 7:30 PM
LOCATION: Toronto Reference Library, 789 Yonge Street, Toronto
PRESENTERS:
Allan Madonik, Wealth & Health Broker, Blue Swan Financial
Subhastin Kharag, CFP, Regional Vice President, Ontario, Foresters Financial
Bri Trypuc, Founder, Trypuc Philanthropic Office
FREE SERIES * OPEN TO THE PUBLIC * LIMITED SEATING * RESERVE NOW
Contact Abdesh Furmah (416) 586-5530 or click to register
leavealegacy@cagptoronto.org * www.cagptoronto.org/legacy
