Bruce Gallery: Bruce County Museum
Register by May 13th: $50 per person - lunch included
About this Event
Friday, May 22 ‐ 9:00 am ‐ 1:00 pm Bruce Gallery: Bruce County Museum
Register here on Eventbrite or call CFGB @ 519-371-7203 by May 13th: $50 per person - lunch included
Certificates provided for verifiable CE credit.
Speakers:
Exploring Inter-generational Wealth Transfers in Rural Canada: Dr. Ryan Gibsom
Rural areas are places of wealth, however, this wealth is increasingly mobile. Without careful consideration, much of it could leave rural areas as younger generations move to urban centres. Intergenerational transfers of wealth could play a crucial role in supporting rural communities. Evidence will show that time is of the essence! This presentation will explore how philanthropy could play a huge role in sustaining rural communities and how professional advisors could be part of the solution.
Canada’s Will Power Campaign ‐ an introduction and update: Laurie Fox
Wills aren’t just a legal way to distribute personal assets, they can be a powerful tool for change in the world. Fourteen charities in Grey Bruce are involved in the Will Power Campaign! Learn more about this important national initiative and how you can be a part of it.
AMT and Capital Gains Inclusion Rates: Steve Lowe
Changes to Alternative Minimum Tax and capital gains inclusion rates are proposed or being implemented. Learn what rules are in effect, what further change is anticipated and how these could potentially impact your clients’ philanthropy, financial and estate plans.
Event Venue & Nearby Stays
Bruce County Museum & Cultural Centre, 33 Victoria Street North, Southampton, Canada
CAD 50.00

