NGH Chapter Webinar Wednesday Special: Assessing Value - It May Not Be What You Think!

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Assessing Value - it may not be what you think! Take part in this National session with Greg Gillis, FSA, FCIA, CFA, CFP® and DeWayne Osborn CPA, CGA, CFP®, MFA-P. Members and non-members in the Niagara Golden Horseshoe can take advantage of our discounted chapter rate.

Wednesday, November 27, 2024 | 1:00 - 2:00 pm ET

Assessing Value – it may not be what you think!

Presenters: Greg Gillis, FSA, FCIA, CFA, CFP®, Lawton Partners and DeWayne Osborn CPA, CGA, CFP®, MFA-P, Cardinal Capital Management

Join this session where Greg Gillis, FSA, FCIA, CFA, CFP® and DeWayne Osborn CPA, CGA, CFP®, MFA-P discuss:

1. the valuation Do’s and Don’ts of corporately owned life insurance gifts,

2. the differences in the gift of proceeds from a pension plan versus a RRSP or RRIF, and

3. how to value the residual interests in trusts (e.g. CRT).

These areas represent a growing area of inquiries to CAGP’s Ask the Advisor, so it is highly likely that your charity or client will be asking how to do these types of gifts in the near future.  So grab your lunch, bring your questions, and join us!

 

Webinar Wednesdays Sponsor: 

 

Pricing: 

Members - $10
Non-Members - $15

November 27th, 2024 1:00 PM   through   2:00 PM
Online - Niagara-Golden Horseshoe
(Zoom)
Email:
Members $ 10.00 + $ 0.00 Tax
Non-Members $ 15.00 + $ 0.00 Tax

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