At Saint Joseph’s Oratory of Mount Royal, we understand that questions about estate planning and taxation often give rise to deep reflection. How can one protect the fruits of a lifetime of work? How can one reduce the tax burden while supporting the causes that matter most to us?
To help bring clarity to these important issues, we invite you to an exclusive presentation led by Heather Borrelli, a recognized expert in estate planning and philanthropic strategies. You’ll discover practical ways to preserve your wealth, care for your loved ones, and extend your generosity to the causes that inspire you — including Saint Joseph’s Oratory.
You will learn:
- How to reduce or even eliminate taxes on your estate and tailor your estate plans.
- How to avoid double taxation on your “red” retirement accounts.
- How to avoid paying taxes on capital gains when selling your investments.
- How to turn your assets into lifelong income while leaving a lasting legacy.
A live webinar presentation: 2:30 p.m.
no recording will be made available
Reserve your virtual seat today by contacting Ellen Morin
by email at [email protected]
or by phone at 514-733-8211, ext. 2523
FREE ADMISSION