January 14, 2021

"Is Strategic Charitable Giving Part Of Your Estate Plan?”

"Is Strategic Charitable Giving Part Of Your Estate Plan?”

That’s the title of my upcoming Zoom webinar at 4pm on January 27th

I will explain several great planning strategies to preserve wealth while supporting favourite causes - often by converting taxes to charitable gifts

The event is sponsored by Logan Wealth Management for their clients and is open to the public.

Thank you Kimberley Garston for the invitation and bringing us closer to achieving our corporate goal of raising $100 million of new charitable gifts annually working with clients, donors of non-profits and great allied professionals

Register here

Contact Us

Please call us or use this form to arrange a confidential no-obligation consultation or to discuss any matter of interest.
Local 416.364.2929
Toll Free 866.566.2001