Members are asked to take notice that the 2018 Annual General Meeting will take place November 5, 2018 directly preceding dinner with the following agenda:
Minutes to last years' AGM and 2018 Financials are available in the Documents Library under Members Only section at http://www.epccalgary.com
Following the Annual General Meeting will be:
Topic: Philanthropy - Charitable giving as part of Estate PlanningThis presentation will cover impactful charitable gifting strategies. It will include a technical analysis of strategies using private company shares, public company shares and life insurance to multiply the efforts of charitable giving.
Speakers:Rick Green, CFP, CLU, TEP, CH.F.C., MFA Partner: Sagium Patrick Uzan, BA (Econ.), CPA, CA, TEP, CLU Wealth and Tax Planning Consultant: Great-West, London, Canada Life
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