Planned Giving Info Session
ActivitySep 2024-Aug 2025 - Winter 2025|#37590
Mar 19, 2025
16 yrs +, Mixed
All Ages
Description
Secure Your Future, Strengthen Your Community!
Looking for smart ways to support your community while maintaining financial health? Join us for this FREE, informative session and discover how giving back can benefit both your legacy and your financial well-being.
Speakers: Alex Wade, Partner at Middlebro' & Stevens LLP and Rob Elder, Financial Planner at Engaged Financial Inc.
What You'll Learn:
- Understanding Major Gifts & Planned Giving
- Tax-smart giving options that benefit you and your family
- How planned gifts create lasting impact for your community
Whether you're curious about charitable giving or ready to explore the financial benefits of leaving a legacy, this session is designed for you—no prior experience required. Free for everyone, all ages welcome!
Activity meeting dates
Mar 19, 2025
Wed10:00 AM - 11:00 AM
Free
Cancelled
Cancelled as of Mar 17, 2025.
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