Is Strategic Philanthropy Part of Your Clients’ Estate Planning?
Tue, Jul 11
|Webinar (1.25 CPD Hours)
In affiliation with GTA Accountants & Finance Network. Learn how to help business owners and affluent families maximize giving and minimize taxes.
Time & Location
Jul 11, 2023, 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
1.25 CPD Hours
$69.00Tax: HST includedSale ended
Total
$0.00