Legacy Matters. 4 Critical Areas of Pre-Planning for the Inevitable And How To Take Action
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
Please email Erin Bauldic at firstname.lastname@example.org
or call (306) 934-5540 to RESERVE your seat.
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