Join us virtually for The Joy of Gifting Wisely presentation to learn about two key components of gifting: Why? & How? This opportunity offers participants a rare insight into donor and Estate Planning expertise.
Gerry Kowalchuk, an avid donor to charitable causes offers his perspective on why he donates and the joy he derives from gifting wisely. Paul Lalonde, CFP, CLU will present solutions on how to better allocate your financial resources between heirs, taxes, and charities to meet your individual goals.
Meet Gerry Kowalchuk. Gerry is NOTL resident and avid donor to charitable causes he is passionate about. In 2014 Gerry Kowalchuk established a donor advised fund through the Niagara Community Foundation to help underprivileged families and children. In 2019 Gerry approached The Town of NOTL with a proposal to fund the revitalization of the Mississauga St & Queen St entrance way to NOTL. Come find out why Gerry donates and the joy he derives from gifting wisely.
Meet Paul Lalonde. Paul is notable for having achieved both his CFP and CLU designations. The designations taken together demonstrate a high level of expertise in Estate Planning Paul is skilled at taking complicated financial puzzles and finding easy to understand solutions to maximize efficiencies. Paul takes his fiduciary responsibility to heart always putting clients before himself with the ultimate goal of building strong lasting relationships by providing the highest quality service and products using a holistic approach to meet financial needs. His dedication extends to the community where he is an active member of many charitable endeavours.
Paul will be presenting solutions on how to better allocate your financial resources between heirs, taxes, and charities to meet your individual goals. If your goal is to reduce taxes on your death and maximize your estate, Paul has the expertise to show you how.
*This presentation will be virtual via Zoom because we are unable to proceed with in-person format as originally planned due to the Provincewide Shutdown*
Sat Feb 6, 2021 2:00 PM - 3:30 PM