December EPCH Meeting – “Charitable giving strategies with Jay Morrow AVP Independent Distribution at Serenia Life”
December 10 @ 05:30 PM - 07:30 PM
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