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Tue, Jul 11

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Webinar (1.25 CPD Hours)

Is Strategic Philanthropy Part of Your Clients’ Estate Planning?

In affiliation with GTA Accountants & Finance Network. Learn how to help business owners and affluent families maximize giving and minimize taxes.

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Time & Location

Jul 11, 12:00 p.m. EDT

Webinar (1.25 CPD Hours)

About the Event

Mark Halpern will explain what you need to know to help clients create legacies by converting taxes into charity.

He will share some unique creative insurance strategies that will inspire you, including GPS-Gift Pension Strategy™, Canada Life’s new My Par Gift™ for charities, CPP Philanthropy™, RRSP/RRIF Tax Converter™ and much more.

This presentation has been made to the top tax people in family offices, major accounting firms, investment companies and for HNW insurance professionals.

Speaker: Mark Halpern, CFP, TEP, MFA-P, CEO of WEALTHinsurance.com

Tickets

Price

Quantity

Total

  • 1.25 CPD Hours

    $69.00

    HST included

    $69.00

    HST included

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    $0.00

Total

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