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Estate Planners' Council of Hamilton
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December EPCH Meeting – “Charitable giving strategies with Jay Morrow AVP Independent Distribution at Serenia Life”

December 10th 2024 @ 05:30 PM - 07:30 PM

  • « November Tri-Chapter EPC Meeting –  Hemal Balsara, CPA, CA, CFP, TEP, FEA, Head of Tax, Retirement and Estate Planning, Individual Insurance, Manulife – “Post mortem planning and corporate owned life insurance”
  • “The Top 5 Estate Cases of 2024 In Review” – with Adam Cappelli from Cambridge LLP »

Charitable giving strategies – providing tax efficiencies to your philanthropic goals

Charitable giving is an activity that can allow people to help the most at risk. However, it does not end there. Charitable groups in Canada consist of educational institutions, amateur sports organizations, religious groups and even governments at various levels. According to Statistics Canada, 82% of Canadians give to some form of charity on an annual basis. Although Canadians give large amounts, they do not make all donations with tax and estate planning in mind. The presentation gives insight around planning your charitable giving to help meet your estate and tax minimization goals.

Location: 2nd Floor

5:30 P.M. – Social
6:00 P.M. – Dinner
6:45 P.M. – Presentation
7:30 P.M. – Adjourn

 

 

 

 

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Details

Date:
December 10th 2024
Time:
05:30 PM - 07:30 PM

Venue

Liuna Station
360 James Street North
Hamilton, Ontario Canada
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  • « November Tri-Chapter EPC Meeting –  Hemal Balsara, CPA, CA, CFP, TEP, FEA, Head of Tax, Retirement and Estate Planning, Individual Insurance, Manulife – “Post mortem planning and corporate owned life insurance”
  • “The Top 5 Estate Cases of 2024 In Review” – with Adam Cappelli from Cambridge LLP »

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Estate Planners’ Council of Hamilton

The Estate Planners’ Council of Hamilton (EPCH) is a not-for-profit organization of accredited professionals from interrelated disciplines such as legal, tax, investing, insurance, trust and charitable gift planning whose members advise the public on different aspects of estate planning and administration.

Meeting Location

  • Liuna Station, 360 James Street North, 2nd Floor, Hamilton, ON

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