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Workshop: How To Leave a Gift In Your Will
February 7, 2023 @ 10:00 am - 11:00 pm
Do you wish to give an impactful gift to a charity, community or the society? Our Legacy Workshop will help you get a better understanding on:
- What a legacy gift is
- How to leave a legacy gift
- The benefits of leaving a legacy gift
- How to leave a lasting legacy
- Powers of attorney
- Leaving stock donations
- Using an Insurance Broker as a vehicle for bequests
Join us on February 7th to learn the basics of leaving a charitable gift in your will. We will be joined by:
– The Christ Church Bells Corners (CCBC), The Venerable Kathryn Otley Archdeacon Carleton DeaneryRector, Christ Church Bells Corners
-Dennis Molnar, JD, practices Family Law, Estates Law, and Civil Litigation
-Alan MacDonald, CFA, Investment Advisor and Chartered Financial Analyst for more than 25 years
-Warren Trickey, CPA, retired tax partner with McCay Duff LLP
-Nicholas Alldridge, CFP, Certified Financial Planner
Please register today