September EPC – Strategic Philanthropy: Benefits of Partnering with the Charitable Sector – Lisa Gonnering & Judith Drost
Liuna Station 360 James Street North, Hamilton, Ontario, CanadaStrategic Philanthropy: Benefits of Partnering with the Charitable Sector - Lisa Gonnering & Judith Drost This session will define strategic philanthropy, explain motivations for charitable giving, tax-effective ways to give and the importance of incorporating charitable giving in your client’s estate plan. The presenters […]
Oct EPC – Estate Planning: Uncovering Hidden Opportunities Using Segregated Funds
Liuna Station 360 James Street North, Hamilton, Ontario, CanadaJon Hreljac, CPA, CMA of Manulife Investment Management will speak to segregated fund contract strategies and how their flexibility can help provide estate planning benefits in specific situations. Jon will also discuss real life examples which demonstrate the consequences from a tax and estate planning perspective […]
What’s Happening Out There? – Dianna Flannery, JD, TEP – Head Office Tax, Retirement and Estate Planning Consultant – Manulife Financial
Liuna Station 360 James Street North, Hamilton, Ontario, CanadaThis presentation will review some of the trends being noted in the financial services industry relating to beneficiary designations, addiction/mental health issues and capacity. The presentation will also consider the impact insurance trusts have on planning where these issues arise. There will be a focus […]