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.
Meet Our Speakers:
- Daniel Whittal: Principal Lawyer, Pathway Law
- Adam Watson, Wealth Advisor & Portfolio Manager
Fairway Wealth Management, National Bank Financial
- Darren Koole: President, Certified Financial Planner Investment Representative, Balance Wealth Management Group
Learn from these three industry experts about:
- The importance of having a Will and how to easily incorporate a charitable gift while still taking care of your loved ones
- Other financial options for supporting charities through your estate planning
- The tax benefits of leaving a charitable gift in your estate
- How to leave a charitable gift in your Will using insurance
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!
RSVP by email:
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or call: 519-354-3113 ext. 2408
Also check out other Nonprofit events in Chatham.
