Secure Your Future, Strengthen Your Community.
Looking for smart ways to support your community while maintaining financial health? Join us for this FREE, informative session and discover how giving back can benefit both your legacy and your financial well-being.
Date: Wednesday, March 19th
Time: 10:00 AM – 11:00 AM
Location: YMCA Health, Fitness & Aquatics, 700 10th Street East, Owen Sound
Speakers: Alex Wade, Partner at Middlebro’ & Stevens LLP and Rob Elder, Financial Planner at Engaged Financial Inc.
What You’ll Learn:
- Understanding Planned Giving & Major Gifts
- Tax-smart giving options that benefit you and your family
- How planned gifts create lasting impact for your community
Whether you’re curious about charitable giving or ready to explore the financial benefits of leaving a legacy, this session is designed for you—no prior experience required. Free for everyone, all ages welcome!
