Peace Arch Hospital Foundation Projects: Seminar: Maximize Giving, Minimize Tax

Seminar: Maximize Giving, Minimize Tax

Wondering how to make a big impact for charities close to your heart, while maximizing tax savings for you and your estate?  You’re in the right place! Join us as we discuss ways to maximize and preserve your wealth as well as the advantages to you for strategic philanthropy through your financial and estate planning. 

Don’t wait, RSVP today for this FREE seminar, Maximize Giving, Minimize Tax, and hear from industry expert Mark Halpern, CEO of WEALTHinsurance.com®, to learn about the questions you should be asking your financial advisors, and how you can incorporate tax and life insurance strategies to benefit your financial portfolio now and alleviate future tax liabilities to your estate.

Join us to enjoy treats and refreshments while learning about:

  • The questions to ask your financial advisor to help plan your financial future
  • How tax benefits can help preserve your income
  • How to minimize or eliminate taxes on your estate
  • How to leave a lasting legacy for your family and for the charities close to your heart

There is great power in charitable giving, you become part of something bigger, and you connect at a deeper level with your community. Hear from Peace Arch Hospital Foundation and how gifts like these are making a big impact on your community, today and for generations to come.

Continue reading below to learn more about our guest speaker, Mark Halpern!

When
October 8, 2024
Where

Morgan Creek Golf Club

3500 Morgan Creek Way, Surrey

Time(s)

2:30-4:00

 

Tickets

FREE! Only your RSVP is required to gain access to this event.

Click the button below to RSVP via email, or call us at 604.535.4520

RSVP now!
"For several years now I've been donating shares, including common stocks and mutual funds, and it's a breeze. And best of all, there are no calculations required. It gives me great pleasure to donate to my hospital, with the knowledge that I am contributing to the care and welfare of others in a meaningful way."
Dr. Barbara Olson, Donor

Meet our Guest Speaker

Mark Halpern is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor – Philanthropy with 33 years of experience working with successful business owners, entrepreneurs, incorporated professionals, and wealthy families.

As a leading expert on the use of Life Insurance for Philanthropy and Tax Mitigation, Mark creates “Accidental Philanthropists®” when taxpayers are given the opportunity to choose where their taxes go.

Mark will share many strategies that can help you preserve wealth and create legacies.

"The simple act of giving is truly transformational. Every dollar we receive is enhancing health care in this community, whether it’s supporting our capital infrastructure, the purchase of essential medical equipment, or funding a wellness program like stroke recovery or a children’s club to encourage healthy habits and active play. It all matters and it all makes a difference."
Stephanie Beck, Executive Director at Peace Arch Hospital Foundation
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