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Tue, Sep 13

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Seaway Mall Branch

Who Gets the Cottage- Legacy Planning for Families (Hybrid)

(Adult) It’s about more than just the cottage. Legacy planning could raise many challenges. Financial Planner, Kieth McConkey, will share ideas about estate maximization and equalization, and look at charitable giving as a way to both do good and reduce the tax burden on an estate.

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Who Gets the Cottage- Legacy Planning for Families (Hybrid)
Who Gets the Cottage- Legacy Planning for Families (Hybrid)

Time & Location

Sep 13, 2022, 6:00 p.m. – 7:00 p.m.

Seaway Mall Branch, 800 Niagara St, Welland, ON L3C 1M3, Canada

About the Event

 It’s about more than just the cottage. Legacy planning could raise many challenges. Financial Planner, Kieth McConkey, will share ideas about estate maximization and equalization, and look at charitable giving as a way to both do good and reduce the tax burden on an estate.

Tickets

  • Legacy Planning-Virtual Ticket

    $0.00
    Sale ended
  • Legacy Plann - InPerson Ticket

    $0.00
    Sale ended

Total

$0.00

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