Free Webinar: Why Gifts of Publicly Traded Securities Can Be Your “Frenemy” and What You Should Know About Them

Why Gifts of Publicly Traded Securities Can Be Your “Frenemy” and What You Should Know About Them
Presented by: Rick Braun-Janzen, Abundance Canada & Christine Beaumont, B. Comm (Hons.), CFP, MFA-P, Paul Craft Financial
Sometimes experience is the best teacher. Join Christine Beaumont (Financial Advisor with Paul Craft Financial) and Rick Braun-Janzen (Director of Gift Planning with Abundance Canada) as they share stories and explore why this tax efficient gift planning strategy can be a charity’s and financial advisor’s best friend and at other times, as Monty Python might have said, a case of “Run away, run away”