Torch - Spring 2013

ADVANCEMENT & COMMUNITY RELATIONS

Members of the Havergal Community are invited to...

A Free Seminar on Estate and Gift Planning Wealth Preservation and Succession Strategies for Your Future

Tuesday , June 11 , 2013 • 6pm–8pm • Ellen Knox Library

Plan for your future today. People tend to avoid establishing their Will and making preparations for their assets. However, succession planning is essential to ensure that your assets are used and distributed wisely. Join Kelly Rivard, Will & Estate Consultant, who will share with the Havergal community a wide variety of information on this topic, answer your questions and help you to improve your arrangements.

Topics that will be covered include:  What to consider when making a Will  Protecting your assets and your beneficiaries  Wealth preservation strategies, including insurance and trusts  Transferring your estate on a tax effective basis while maintaining family harmony  Tax benefits of charitable giving

RSVP To: Meghan Junke, Special Events Administrator, at

416.482.3843 ext. 6520 mjunke@havergal.on.ca

4 HAVERGAL COLLEGE

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