Is Strategic Philanthropy Part of Your Clients’ Estate Planning?
Learn how to help business owners and affluent families maximize giving and minimize taxes.
Mark Halpern will explain what you need to know to help clients create legacies by converting taxes into charity.
He will share some unique creative insurance strategies that will inspire you, including GPS-Gift Pension Strategy™, Canada Life’s new My Par Gift™ for charities, CPP Philanthropy™, RRSP/RRIF Tax Converter™ and much more.
This presentation has been made to the top tax people in family offices, major accounting firms, investment companies and for HNW insurance professionals.
Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), and Master Financial Advisor - Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for over 30 years.
As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates. Mark works closely with clients’ accountants, lawyers, insurance, and investment professionals to provide comprehensive estate planning solutions as part of the team.
Widely known for his philanthropic activities, Mark is Chair of the Professional Advisors Council at Humber River Hospital Foundation, a Trustee and former Chair of the Professional Advisory Committee at the Jewish Foundation of Greater Toronto, a member of the Professional Advisors Council at SickKids Foundation, Promise Legacy Council at St. Joseph’s Hospital Foundation, Professional Advisor Task Force at St. Michael’s Hospital Foundation, Planned Giving Advisory Committee at TVOntario, Toronto Estate Planning Council, Society of Trust & Estate Practitioners (STEP), Canadian Association of Gift Planners (CAGP) and Conference for Advanced Life Underwriting (CALU).
Mark is a faculty member and contributed curriculum content for the groundbreaking Master Financial Advisor-Philanthropy (MFA-P) designation. He is building a national community of 100 financial professionals and charities with the goal of creating $1 Billion of philanthropy annually.