Presentation: Peterborough Estate Planning Council (PEPC)

William Petruck, President of FUNDING matters Inc. is presenting at the Peterborough Estate Planning Council (PEPC) meeting.

Presentation Overview:

Prince died at age 57 without a will. Over 60% of Canadians over the age of 50 do not have a current estate plan and of those with a current estate plan only 4% have a provision for a charitable bequest.

More money is directed to CRA each year from taxable capital gains than is donated to charity. Professional advisors can help shape their clients’ legacy for their families and their communities. Attendees will walk away with the tools and techniques to engage in discussions with their clients.

William’s company created a unique tool called Giftabulator® NOW. It is an Estate, Financial and Philanthropic planning app that will show you how to minimize taxes (everyone’s dream) while making the world a better place. Whether you are a charity competing for donor dollars or a financial professional offering clients a cutting-edge service, Giftabulator® NOW is an invaluable tool that will demonstrate the potential giving capacity of every individual. It is ideally suited for: Charitable Organizations, Financial Professionals, Estate Planning Needs.

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