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Peace of Mind Through Planning - Tax Effective Giving - Beyond Cash
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.
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.
August 17th, 2023 1:30 PM
through
3:00 PM
Toronto Reference Library, 789 Yonge Street
Beeton Hall
Toronto, ON M4W 2G8
Canada
Beeton Hall
Toronto, ON M4W 2G8
Canada
Email: info@cagptoronto.org