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WEALTHinsurance

@MarkHalpernCFP

https://t.co/UTkNQUS7mA is an independent HNW advisory firm specializing in Estate Planning, Life Insurance & Philanthropy.

Markham, Ontario Katılım Haziran 2012
10 Takip Edilen116 Takipçiler
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WEALTHinsurance@MarkHalpernCFP·
Today it was my turn at center stage delivering my own "Ted Talk" following a warm intro from my client Moses. My presentation "The New Philanthropy" explained how ordinary people can use tax dollars for charity to create lasting legacies and inspire future generations .
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WEALTHinsurance@MarkHalpernCFP·
I am writing from @ideacity , enjoying the 2nd day of Moses Znaimer's amazing 3 day conference at Koerner Hall in Toronto, now celebrating its 20th anniversary. In previous years my role was limited to attending as a wide-eyed spectator, but this year was very different...more.
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WEALTHinsurance@MarkHalpernCFP·
Alternatives to RRSPs that will minimize taxes, maximize income & allow tax free transfer. buff.ly/28WS90x
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WEALTHinsurance@MarkHalpernCFP·
A 55 year old RE developer worth $50M hate life insurance. He used WEALTHinsurance®& saved $15 million. Details: buff.ly/28XHst6
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WEALTHinsurance@MarkHalpernCFP·
A 70 year old couple wanted to leave their estate, including $3M to their childrem. Success! buff.ly/291i0Go
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WEALTHinsurance@MarkHalpernCFP·
Options are available to mitigate upcoming tax changes! Mark explains in The Bottom Line: buff.ly/28WR6Ot
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WEALTHinsurance@MarkHalpernCFP·
FORUM magazine interview: the importance of disability planning, including children/ parents with special needs. buff.ly/28OxrOR
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WEALTHinsurance@MarkHalpernCFP·
Mrs. B, a 70 yr old widow with a $20M estate wants to eliminate estate taxes & leave a charitable legacy. Outcome: buff.ly/28Oxg5Z
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