Advanced Strategies for Transferring Wealth to the Next Generation

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On November 1st, 2018, Sagium and the United Way of Calgary and Area cohosted an event to present Advanced Strategies for Transferring Wealth to the Next Generation. With the support of volunteer experts, Estate Planning Seminars are presented by the Tomorrow Fund, United Way of Calgary and Areas legacy fund, to mobilize and inspire individuals towards family philanthropy in order to build resilient and caring communities for future generations.

Rick Green presented on how to use insurance policies to fund charitable giving, to engaged an crowd – eager to learn how to make the most of their charitable dollars. Rick Green commented, “ I am so glad that we are able to help people learn about the increased complexity of today's rapidly changing tax environment, and help utilize how you can increase philanthropy to the United Way.”

If you want to learn more about to maximize the effect of your charitable donation, please contact us to book a meeting with an advisor.