Investment Club Meeting on December 20, 2022 (Webinar)
Ellen's Investment Club (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, DECEMBER 18 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Mark Halpern, Wealthinsurance.com Strategic Philanthropy For Investors Tuesday, December 20, 2022, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Guest Speaker, Mark Halpern, CEO of Wealthinsurance.com, Certified Financial Planner, Trust & Estate Practitioner, Master Financial Advisory-Philanthropy Strategic Philanthropy For Investors: Get Higher Returns & Lower Taxes Mark will share strategies and supporting case studies that illustrate how he helps clients maximize investment returns while minimizing taxes. He will explain how Accidental Philanthropists™ are created when people are given the opportunity to leave money to charity and family instead of the tax department