Register Today for Cover Your Assets: A Deeper Dive into Charitable Giving and Legacy Planning
November 6, 2024
5:00 PM - 8:30 PM
Best Western Premier Denham Inn & Suites
5207 - 50 Avenue, Leduc, AB
Did you know charitable giving can be a valuable tool in your financial plan?
Join us at this FREE session and learn about the benefits of including charity to create a tax resistant, well-balanced financial plan that can benefit you, your family, and your community both in your lifetime and long after.
During this discussion, you will learn about:
- How can you make an impact now that will last for generations to come.
- Tax incentives for charitable giving and the gifts you may not have known about.
- Why it is so important to have this conversation with your advisor to ensure you can create a plan that works for you and the organizations you love.
There are many aspects to charitable giving that are not well understood. Many options may help reduce or eliminate the taxes you pay and could even increase the amounts you provide to your loved ones after you pass away.
These tools can not only benefit your personal situation but you can support the causes that mean the most you at the same time. Philanthropic conversations with your advisor can be something that transform our community and can help forge the legacy you want to leave behind.
Presented by Derek Schaefer, CFP with Northern Asset Management, and Matt Mandrusiak, Manger of Philanthropy with Edmonton Community Foundation.
A light meal is included.
Pre-registration is required by October 30, 2024. Space is limited to 40 participants. Register today.
You can also call 780-980-4536 or email info@lchfoundation.ca.