As the year comes to a close, it’s the perfect time to plan your charitable giving in preparationfor tax season. Incorporating charitable giving into your tax planning allows you to make a lasting difference while benefiting from smart financial strategies. This isn’t just about reducing your tax liabilities—it’s about using your resources to support the causes you care about and crafting your legacy.
Join us for an exclusive webinar where experts will provide key concepts to consider and incorporate into your tax plan, while supporting the causes closest to your heart. You’ll learn how to align your financial strategies with your philanthropic goals, ensuring both your loved ones and your community benefit for years to come.
Date: Thursday, December 5th, 2024
Time: 7:00 p.m.
Location: Virtual (Microsoft Teams)
Whether you're thinking about leaving a gift in your will or you're interested in the various ways to support a charity today, this session will offer practical strategies tailored to your needs. You’ll gain valuable insights that could help you maximize your estate ensuring your legacy benefits both your family and chosen charities.
You’ll also have a better understanding of how to incorporate charitable giving into your tax plan, how Canada’s tax system views donations, and which giving options may better suit your financial goals.
Don't Miss Out! This is your chance to learn how to turn your generosity into a tax-savvy, impactful legacy.
Reserve your spot today:
Rick Goldring
Rick Goldring, a Certified Financial Planner and Chartered Life Underwriter, works with businessowners and professionals in estate planning, tax minimization, and strategic philanthropy by creating solid wealth and risk-management plans that maximize retirement income and legacy while minimizing risk and tax.
Graham Bergsma
Graham has been in the financial services field for over a decade, with a background in finance, math, and education. Graham is committed to simplifying complex strategies and concepts to make them relatable and accessible to everyone. As a board member of The Financial Advisor’s Association of Canada Graham has been involved with advocacy and professional development for most of his career.
Jessica Durka
Jessica has over 17 years’ experience in wealth management and estate planning working with clients to create efficient financial plans with the best opportunities for making informed decisions on transitioning their wealth. Her areas of expertise include retirement, investment management, estate, gift donation and legacy planning.
