Inter-generational Wealth Transfer - Ask The Experts

May 29th 2019 @ 7pm - May 29th 2019 @ 7pm

5048 Dundas St W
Toronto, ON

Here is your opportunity to ask the experts on, the legal elements, tax planning and financial considerations when passing your wealth to the next generation. Join us Wednesday May 29th at 7pm, where light snacks and refreshments are provided as you ask and learn about the topic of inter-generational wealth transfer. Please submit your questions to First 8 attendees to arrive will receive a free copy of "You Can't Take It With You" 6th edition by Sandra E Foster. Panelists: Allen Futerman, CPA, CGA, has been providing accounting, estate and tax reducing strategies since 1988 Cynthia J. Woods, Barrister & Solicitor, has been in practice since 1994, offering legal services primarily in the areas of wills and estates, real estate and small business law. Lola Macanowicz, CFP, CLU, CHS, CIP, as a certified financial planner & insurance advisor with The Co-operators has been providing appropriate advice for her clients for over 33yrs. Moderator: Gary Hepworth , of Hepworth & Associates Elder Life Planning - Certified Elder Planning Counselor (EPC) - Certified Cognitive Coach - Founding Chair of CARP Etobicoke - Founder and Co-owner of Premier Homecare (Etobicoke) This free seminar is sponsored by Lola Macanowicz Insurance & Financial Services - The Co-operators