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X-WR-CALDESC:Events for Cornerstone Housing for Women
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SUMMARY:The Basics on Leaving a Gift in Your Will
DESCRIPTION:Do you have a will? Want to leave a lasting legacy on the charity of your choice? Join us on February 7th\,  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. \nWe will hear from the following guests: \n– The Venerable Kathryn Otley Archdeacon Carleton DeaneryRector\, Christ Church Bells Corners(CCBC) \n-Dennis Molnar\, JD\, practices Family Law\, Estates Law\, and Civil Litigation \n-Alan MacDonald\, CFA\, Investment Advisor and Chartered Financial Analyst for more than 25 years \n-Warren Trickey\, CPA\, retired tax partner with McCay Duff LLP \n– Christine Gibbard is a Cornerstone legacy donor and Financial Advisor at Sunlife on Preston. \nDennis 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. \nAlan 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. \nWarren Trickey is a retired tax partner with McCay Duff LLP who oversaw the tax practice for 30 years specializing in personal\, corporate\, estate tax planning and compliance. Warren has been a speaker at seminars\, non-profit groups and taught various tax courses for CPA Ontario. He has been a partner to cornerstone for many years. He will be sharing with you great strategies to make the most of your Registered Retired Saving funds \nChristine Gibbard is a Cornerstone legacy donor and Financial Advisor at Sunlife on Preston. \nPlease register today.
URL:https://cornerstonewomen.ca/event/legacy/
LOCATION:Virtual
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