Organized by the Canadian Association of Gift Planners (CAGP), Leave a Legacy is a free information series educating individuals about the benefits of estate planning, how it works, and what’s involved in leaving a legacy gift to charity.
Join Sharon Avery, Toronto Foundation CEO at a session titled Estate Planning for Inspiration: How Do You Wish to be Remembered (details below) or any of the other free sessions across Toronto.
All sessions are free to attend. RSVP by calling the CAGP at 416-727-7512 or by email here.
Find all session info below:
|TORONTO REFERENCE LIBRARY – 789 YONGE STREET
Estate Planning 101: Basics & Key Considerations
Thursday, May 3 – 1:30 to 3:30 PM
Dorothy Brophy, Lawyer, Brophy Law
Kristine Anderson, Partner Bales & Beall LLP
Aging Confidently: Planning for Tomorrow
Thursday, July 12 – 6:00 to 7:30 PM
Audrey Miller, Founder, Elder Caring Inc.
Elaine Blades, Senior Manager, Professional Practices Group, RBC Estate and Trust Services
Thursday, August 9 – 6:00 to 7:30 PM
Silvia Jacinto, Partner, Crowe Soberman
Ian Fraser, Legacy Advisor, PhilanthroPlan, Gift Funds Canada
Estate Planning for Inspiration: How Do You Wish To Be Remembered
Thursday September 6 – 1:30 to 3:30 PM
Sharon Avery, President & CEO, Toronto Foundation
Bob Goldberger, Partner, Richardson GMP
|ROYAL ONTARIO MUSEUM – 100 QUEEN’S PARK
Smart Estate & Philanthropic Planning for Women
Thursday, June 21 – 3:30 to 5:00 PM
Charlotte Paul, CDFA, Financial Advisor, Perspective Wealth Management, Raymond James Ltd.
Yeti Agnew, Legal Sherpa Lawyer, Yeti Law
Alexandra Spinner, Partner, Crow Soberman
Susan Horvath, President & CEO, ROM Governors – Moderator
|SCARBOROUGH AND ROUGE HOSPITAL – 3050 LAWRENCE AVE E.
Legalities of Estate Planning
Thursday, July 19 – 1:30 to 3:00 PM
Sylvia Schumacher, Partner, Schumacher Law
|NORTH YORK CENTRAL LIBRARY – 5120 YONGE STREET
How to Minimize Taxes & Maximize Giving
Thursday, October 11 – 1:00 to 3:30 PM
Mark Halpern, CFP – Trust & Estate Practitioner, WEALTHinsurance.com Inc.
Stephen Altbaum, CPA, TEP Lipton LLP Chartered Professional Accountants