Legacy Matters. 4 Critical Areas of Pre-Planning for the Inevitable And How To Take Action

Events

Date: 25/11/2016

Click Here For Your Invitation!

 

YOU WILL LEARN:

  How to create a Lasting Legacy and make your gift last forever.

  How to plan a Meaningful Tribute while understanding and Controlling Costs

  How Changes in your spousal status can Impact Your Estate Plan

  How to minimize or even Eliminate Taxes on your estate, Avoid Double Taxation on your “Red” retirement accounts and Bypass paying upfront Capital Gains Taxes when selling your investments.

 

Seating will be limited. There is no cost to you.

 

Do not miss this opportunity to hear from four experts on how you can take action to save money and relieve your family from burden! 

 

Evening of Tuesday, January 24, 2017

6:30 pm - 9:30 pm

Saskatoon Club

 

Please email Erin Bauldic at erin.bauldic@manulifesecurities.ca

or call (306) 934-5540 to RESERVE your seat.

 

 

Your Experts:

 

Leaving a Legacy in your Community

Carm Michalenko, Saskatoon Community Foundation

 

Avoid the Most Common Mistakes In Funeral Planning

Bill and Morgan Edwards, Saskatoon Funeral Home

 

The Best Laid Plans: The Effects of Changes in Spousal Status on Inheritance

Caitlin Turnbull, Leland Kimpinski LLP

 

Can You Benefit From Tax Savings Laws?

Jay Stark, Sutton Financial Group

 

inspire engage impact
We serve our clients by providing expert advice in financial planning, benefits & pension and personal development