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The Basics on Leaving a Gift in Your Will

January 31 @ 10:00 am - 11:00 pm

Do you have a will? Want to leave a lasting legacy on the charity of your choice? Join us on January 31st, 10 am-11 am, and learn more about the basics of leaving a gift in your will, powers of attorney, leaving stock donations, and hear about why one of Cornerstone’s legacy donors, Christine Gibbard, is leaving a gift in her will.

We will hear from Dennis Molnar, JD; and Alan MacDonald, CFA.

Dennis Molnar’s practice includes Family Law and Civil Litigation with a focus on custody/access litigation, support and property litigation, property law/property disputes, estates litigation, and personal injury. Dennis has appeared before the Ontario Small Claims Court, Ontario Superior Court of Justice, Ontario Superior Court of Justice – Family Court, and Ontario Court of Justice.

Alan MacDonald has been an Investment Advisor and Chartered Financial Analyst for more than 25 years. As a life-long student of the financial markets, one of the most important lessons Alan has learned in his career is the essential role of careful planning in ensuring long-term success. A good plan requires clear goals, a detailed road map for how to achieve them, and a reliable system for measuring progress through all the inevitable market ups and downs. Alan’s specialty lies in using his experience to help his clients build and execute a customized financial plan, and then working with them to grow their wealth, preserve their assets for retirement, and create a life-changing legacy for future generations. When he isn’t in the office, Alan enjoys spending time with his family, reading, cycling, paddle boarding and hiking.

Christine Gibbard is a Cornerstone legacy donor and Financial Advisor at Sunlife on Preston.

Please register today.

Organizer

Cornerstone Women

Venue

Virtual
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