Legacy Giving Webinars

August 20, 2020 :: 3:00 PM
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Thinking about how you can leave a legacy and transform the healthcare experience in Oakville?

A planned gift is the ultimate gift you can make but with so many choices it can be hard to know where to begin.

Oakville Hospital Foundation is hosting three webinars to provide you with information and insights to help you understand your options and better plan your legacy.

This series of webinars will offer expert advice presented by professionals who have extensive knowledge in the area of strategic charitable giving.

Mark your calendar and plan to join us for one or all three of these virtual sessions!

1. The 7 Faces of Philanthropy with special guest Tim Cestnick (Thursday, August 20, 3:00 - 4:00 p.m.)

Over the past 25 years, Tim Cestnick has developed a reputation as one of the most respected authors, speakers and executives in the Canadian wealth management industry. His status as an expert is reinforced by his role as a tax and personal finance columnist forThe Globe and Mail.

2. Top 10 Legal Tips and Tax-wise options with special guests Alexandria Manthorpe and Marc Henein (Thursday, September 24, 3:00 - 4:00 p.m.)

Alexandra Manthorpe practices in estate planning (Wills and Powers of Attorney), trust planning, estate administration, trust administration, and business succession planning at O’Connor MacLeod Hanna LLP. Marc Henein is a Senior Wealth Advisor Director, Wealth Management at ScotiaWealth and been working with entrepreneurs and professionals since 2001. His expertise includes the management of significant liquidity events for clients.

3. Life Insurance –  An overlooked gift for everyone with special guest Kathryn Pretty (Thursday, October 22, 3:00 -4:00 p.m.)

Guided by her decades of small and global business management experience, Kathryn Pretty, RBC Living Life Benefits Advisor is an industry executive with skills in providing the best advisory expertise for business and individuals in risk management, policy and investments.

Contact Deborah Bauder at 289-218-0715 or  dbauder@haltonhealthcare.com for more information or to pre-register.