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UID:94@epilepsytoronto.org
DTSTART;TZID=America/Toronto:20240325T180000
DTEND;TZID=America/Toronto:20240325T193000
DTSTAMP:20260109T203332Z
URL:https://epilepsytoronto.org/event/charitable-giving-tax-webinar/
SUMMARY:Charitable Giving Tax Webinar
DESCRIPTION:[vc_row][vc_column][vc_column_text]\nCharitable Giving Through 
 Your Estate and the Associated Tax Considerations\nMark Davis and Jonathan
  Davis will present the tax benefits of a charitable gift/bequest within y
 our estate plan. A charitable contribution is an often efficient way to gi
 ve within your estate while also providing tax benefits to other beneficia
 ries. Mark and Jonathan will provide information and a few scenarios that 
 can help you make the best decision involving a bequest in your estate pla
 n.\n[/vc_column_text][vc_btn title="Register Here" color="violet" size="lg
 " align="center" link="url:https%3A%2F%2Fforms.gle%2FAFYB7ygz29qCMubM9|tar
 get:_blank"][vc_column_text]\nMark Davis: A visionary investment services 
 leader and innovator\, Mark Davis advises affluent Canadian families. He c
 reated The Davis Group more than 40 years ago\, distinguishing himself as 
 one of the industry’s earliest adopters of the trend to transition from 
 brokerage services to a complete wealth management platform and an asset-b
 ased fee structure. Mark began bringing his clients greater transparency\,
  objectivity and scope before most other advisors and continues to innovat
 e today to deliver a better financial experience. Teamwork has been the dr
 iving force behind Mark’s success. Over the years\, he has hand-picked t
 op talent with world-class track records to help his clients achieve finan
 cial peace of mind Mark oversees wealth with holistic\, big-picture thinki
 ng while collaborating with a network of specialists across Scotia Wealth 
 Management.\nJonathan Davis: Taking a big-picture approach to each client
 ’s wealth\, Jonathan Davis brings an engaged perspective to his role as 
 a Wealth Advisor. Collaborating with specialists across Scotia Wealth Mana
 gement in tax\, trust and estate planning\, insurance\, and Private Bankin
 g\, Jonathan will put the right plan in place for you\, your family\, and 
 your business\, no matter how complex your needs. Jonathan believes that a
  well-crafted strategy provides for the best possible future without compr
 omising on comfort and enjoyment in the present. Creating personalized str
 ategies to address complex financial needs is Jonathan’s passion. Whethe
 r it’s a secure retirement\, planning for the care of a disabled family 
 member\, issues that come with owning a business or helping you decide whe
 ther to sever your financial ties with the United States\, Jonathan can he
 lp put you on the path to the future you envision.\n[/vc_column_text][/vc_
 column][/vc_row]
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