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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!
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