Create Your Saskatoon Legacy: Maximize Impact, Minimize Taxes
Wise financial planning enables you to direct your charitable giving while minimizing taxes.
Saskatoon Community Foundation presents a strategic estate planning workshop designed for philanthropists and their professional financial advisors, with guest speaker Mark Halpern, CFP, TEP, MFA-P, CEO of WEALTHinsurance.com®.
As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates.
Saskatoon Community Foundation works closely with philanthropists and their accountants, lawyers, insurance, and investment professionals to provide expertise in directing charitable gifts for maximum community impact.
Working with the foundation can be a time saving, cost effective alternative to private foundations and a wise strategy for gift planning to minimize taxes.
Save the date:
Wednesday, September 7, 2022
7:00pm to 9:00pm
The Saskatoon Club, 417 – 21st Street East
Reserve your seat today:
Registration: https://maximizeimpactminimizetaxes.eventbrite.ca
Phone: (306) 665-1756
For more information, contact:
Jen Pederson, Philanthropic Advisor
Email: development@saskatoncommunityfoundation.ca
Phone: (306) 665-9880
Biography for Mark Halpern, CFP, TEP, MFA-P
Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor – Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for over 30 years.
As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates.
Mark works closely with clients’ accountants, lawyers, insurance, and investment professionals to provide comprehensive estate planning solutions as part of the team.
Widely known for his philanthropic activities, Mark is a Trustee and former Chair of the Professional Advisory Committee at the Jewish Foundation of Greater Toronto, a member of the Professional Advisors Council at SickKids Foundation, Promise Legacy Council at St. Joseph’s Hospital Foundation, Professional Advisor Task Force at St. Michael’s Hospital Foundation, Planned Giving Advisory Committee at TVOntario, Chair of Professional Advisors Council at Humber River Hospital Foundation, Toronto Estate Planning Council, Society of Trust & Estate Practitioners (STEP), Canadian Association of Gift Planners (CAGP) and Conference for Advanced Life Underwriting (CALU).
Mark is building a national community of 100 financial professionals and charities with the goal of creating $1 billion of philanthropy. https://wealthinsurance.com/billion.php
