Thursday, June 17, 2021, 7:00-8:00 pm
Our panel of experts David Baskin, President, Baskin Wealth Management; Jessica Chittley, Partner, Beals LLP; Mark Halpern, President, WealthInsurance.com; and Daniel Wilson, CPA, CA will share insights and information about Trusts and Estates, Tax-efficient philanthropy, the importance of a Will and donating appreciated securities and insurance.
Participants will have the opportunity to send in questions in advance.
Daniel Wilson, CPA, CA, Principal, Tax department, Segal LLP
David Baskin, President, Baskin Wealth Management
Jessica Feldman Chittley, Partner, Beals LLP
Mark Halpern, CFP, TEP, MFA-P, President and Founder, WealthInsurance.com
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Founded in 1856, Holy Blossom Temple is Toronto’s first synagogue with a rich history of tradition and modernity in our religious and spiritual expression.
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