Save the date! It’s never too early to plan for the future and ensure your legacy.
Your Will stands as a crucial document, safeguarding your most cherished individuals and causes.
It ensures that your wishes are honoured, and your assets are distributed to benefit those closest to your heart.
Estate Planning Information Session:
– Date: Thursday, February 8, 2024
– Time: 6:00 to 7:30 PM
– Location: Active Lifestyle Centre, 20 Merritt Ave, Chatham
Meet Our Speakers:
– Jon Quaglia: Senior Lawyer, J. Quaglia Law Office
– Kim Haddy: Investment Advisor & Financial Planner, RBC Wealth Management, Dominon Securities
– Lori Phillips: CPA, CA, Baker Tilly
– Jon Quaglia: Senior Lawyer, J. Quaglia Law Office
– Kim Haddy: Investment Advisor & Financial Planner, RBC Wealth Management, Dominon Securities
– Lori Phillips: CPA, CA, Baker Tilly
Learn from these three industry experts on:
– the importance of having a Will and how to easily incorporate a gift to charity while still taking care of your loved ones
– other financial options to supporting charities in your estate planning
– tax benefits of leaving a charitable gift in your estate
– the importance of having a Will and how to easily incorporate a gift to charity while still taking care of your loved ones
– other financial options to supporting charities in your estate planning
– tax benefits of leaving a charitable gift in your estate
A gift to local charities in your estate will make a profound impact on our community for years to come AND, it’s simpler than you might imagine!
Register now via email jaysmith@chathamkenthospice.com or 519-354-3113 ext 2408
Click here for more info.