How to leave a Legacy including Benefits of Charitable Donating – Sponsored by Jeffrey Gregory
TheGAAP.net Presents: How to leave a Legacy including Benefits of Charitable Donating Sponsored by: Jeffrey Gregory Of Desjardins Financial Security Investments Inc.
An interactive online zoom training on April 25, 2023 – 7:00 to 9:00 PM
Join us to learn the How to leave a Legacy including many Benefits of Charitable Donating.
Jamie will cover the financial planning side of estate planning & talk about charitable donating.
- Why you should care about your legacy
- How to ensure that your wishes are implemented after you’re gone
- How to protect both your family & business
- How to incorporate charitable donating into your estate plan
Leslie will cover off the legal side of estate planning.
- The importance of having both a personal & business will
- How to properly select your executor & power of attorneys
- Why it’s important to keep your documents up to date & know where the originals are
About the Speakers
Jamie’s financial planning services are provided at no cost to his clients because he believes that Canadians shouldn’t have to pay to get ahead in life. Knowing that the need for financial literacy and financial planning is now greater than ever before, Jamie empowers each client to develop their own personalized Legacy Insights.
Your Legacy Insights will have three main components. First, Jamie gets your money working harder for you to achieve Monetary Proficiency, sharing his knowledge, and providing financial education. Next, he helps you get crystal clear on what you want your Personal Legacy Direction to be. You’ll also benefit from continued access to his extensive Legacy Support Network, strategically cultivated over more than two decades.
He is passionate about connecting with as many Canadians as possible, to serve his clients’ best interests, and empower Canadians on a greater scale to achieve their dreams, while protecting what matters most to you – your family, business, health, and wealth.
Leslie’s primary practice involves helping clients with residential real estate transactions and estate planning. To provide flexible and convenient service, Leslie meets with clients when it works for them, not just during 9-5. He services all over Ontario and meets with clients virtually in his office in downtown Toronto, in homes, or in hospitals if necessary.
Leslie has a particular passion and sensitivity toward incapacity planning. Leslie has been caregiving for his parents for over 20 years. His mother was diagnosed with a rare spinal cord disease, which prevents her from walking. She now has dementia further complicating her care needs. His father experienced several strokes and was in a nursing home for several years before passing away in December 2022. They had assets in the U.S. and Canada to manage through various cross-border structures and plans. Leslie is also part of a blended family and has two stepdaughters. This has also helped shape how he approaches estate planning for families with children from previous relationships.
Upon being called to the Ontario bar, Leslie worked for a cross-border tax firm practicing estate planning and tax for high-net-worth individuals. He gained profound knowledge about both Canadian and U.S. taxation systems. He opened his practice in early 2022 and primarily works with individuals, whether they are preparing a simple will way up to advanced corporate planning.
Great workshop, very valuable and inspiring. I would like to attend the workshop again………………….Chiedozie Megwa
Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in TheGAAP.net events. Mrigank Kabra
The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops. Kul Makkar Director ITA Canada
Paul Calleri, Founder of TheGAAP.net and the CPA Toronto Accounting Group
Larry Cooper, Founder of TFN