Upcoming Financial Planning Webinars

York Region

Financial Planning for Families Impacted by Dementia & Strategic Charitable Giving Webinars Coming in February

Financial Webinar

Join us in February at one of the Financial Planning Webinars for individuals impacted by dementia hosted by Alzheimer Society of York Region, IG Wealth Management and De Hart & Associates.

Financial Planning for Families Impacted by Dementia
February 11 and 14, 2025

Topics will include:

  • Qualifying Medical Expenses
  • The Disability Tax Credit
  • Caregiver Tax Credit
  • Other tax savings opportunities
  • POAs, Executors, and their responsibilities for managing the finances
  • ClearEstate

February 11 7:00 - 8:00pm
Register Today

February 14 1:00 - 3:00pm
Register Today

Strategic Charitable Giving
February 12, 2025

Donating to your favourite charity offers tax benefits while helping ensure programs and services continue to be available for families. Learn how.

Topics include:

  • Donation of cash
  • Donation of securities
  • Donating through the use of insurance
  • Private/Personal Foundations

February 12 7:00 pm - 8:00 pm
Register Today

Speakers

Barbara Dafonseca
CPA, CA
Doane Grant Thornton

Chris de Hart
CFP, RRC
Executive Financial Consultant
IG Private Wealth Management

Mark de Hart
CFP, RRC
Executive Financial Consultant
IG Private Wealth Management