PORT COQUITLAM COMMUNITY FOUNDATION

LXCL:Networking, appetizers and a drink

General Admission

Enjoy appetizers and a drink while exploring how collaboration with the PoCo Foundation can enrich your services and help your clients give back in meaningful ways, leaving a lasting legacy in their community. Charitable giving is an increasingly important component of comprehensive financial planning. By incorporating or enhancing charitable planning within your practice, you&rsquo;ll be better positioned to meet the growing demand for these services. On November 5th, we&rsquo;ll explore philanthropic giving strategies that can help reduce your clients&rsquo; taxes&mdash;both now and through their estate. Topics will include:<ul data-end="771" data-start="679" fr-original-style="" style="box-sizing: inherit;"><li data-end="708" data-start="679" fr-original-style="" style="box-sizing: inherit;">Leveraging life insurance</li><li data-end="737" data-start="709" fr-original-style="" style="box-sizing: inherit;">Maximizing stock options</li><li data-end="771" data-start="738" fr-original-style="" style="box-sizing: inherit;">Utilizing donor-advised funds</li><li data-end="771" data-start="738" fr-original-style="" style="box-sizing: inherit;">and more</li></ul>You&rsquo;ll also have the chance to connect and network with fellow professional advisors.

Enjoy appetizers and a drink while exploring how collaboration with the PoCo Foundation can enrich your services and help your clients give back in meaningful ways, leaving a lasting legacy in their community. Charitable giving is an increasingly important component of comprehensive financial planning. By incorporating or enhancing charitable planning within your practice, you’ll be better positioned to meet the growing demand for these services. On November 5th, we’ll explore philanthropic giving strategies that can help reduce your clients’ taxes—both now and through their estate. Topics will include:<ul><li>Leveraging life insurance</li><li>Maximizing stock options</li><li>Utilizing donor-advised funds</li><li>and more</li></ul>You’ll also have the chance to connect and network with fellow professional advisors.

PORT COQUITLAM COMMUNITY FOUNDATION

CANCELLED - Legacy Planning & the Charitable Tax Advantage

2342 Elgin Ave

General Admission

Free