Free webinar on estate planning, income tax reduction & charitable giving

May 23, 2024

Wellspring Alberta would like to extend an invitation for you to join us on June 19, 2024, for a free no-obligation presentation on estate planning, income tax reduction and charitable giving.

With the right planning, you can minimize your tax burden and maximize the impact of your wealth, benefiting both your family and causes close to your heart.

During this session, you will learn how government incentives can help you reduce taxes and discover tangible examples of tax-saving opportunities available to you.

We are pleased to have Dan Hague from Investors Group Private Wealth Management, an expert in this field, who has generously offered to share his expertise with the Wellspring Alberta community.

Please note that this webinar is private and will not be recorded, ensuring a confidential and comfortable learning environment.

The informative webinar presentation will be taking place on June 19, 2024, at 6:30 PM.

We look forward to seeing you there!

Please reserve your space by emailing Sabrina at sabrinaa@wellspringalberta.ca.

 

PHT 21025

About the Speaker:

Dan Hague B.Comm, CIP, CFP, RRC CFP

Dan is an Executive Financial Consultant with Investors Group. Dan’s goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.

 

 

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