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Estate Planners' Council of Hamilton
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Kate Lazier

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Kate Lazier

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October 2020

Tue 13
Featured Featured October 13th 2020 @ 04:00 PM - 05:00 PM

October EPC – Kate Lazier – Tax Credits for Charitable Gifts – Virtual

Virtual - On Line , Canada

This seminar will explore the tax credits for charitable gifts of publicly traded securities, stock options, life insurance, RRSP, TFSA and bequests. It will explore tax efficient gifting strategies and some common mistakes in estate plans. Kate is a Wealth Strategist with legal background and […]

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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.

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

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