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 Legacy Matters 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 Panelists: 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 |
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| 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 |
