Trusts, Estate Planning & Private Equity

Hear from Executive Financial Consultant Thomas Savage at IG Wealth Management as he discusses trusts, estate planning and how private equity/alternative investments benefit you. Specifically, he will cover:

  • Trusts: Understand inter-vivos and testamentary trusts, including taxation and control.
  • Estate planning: Learn about passing wealth to the next generation or skipping a generation.
  • Private equity: Discover how alternative investments enhance returns and diversify pensions, now accessible to accredited investors.

Note: This is a dinner event. We will email you a menu to confirm your choice of entrée and any dietary restrictions you might have.

Event date: Thursday, August 22nd, 2024 @ 6:00PM

Contact Number: 905-864-4111

 

Location

Risposta Bistro

23 Crawford Crescent

Campbellville, ON L0P 1B0

 

Speakers

Thomas Savage, CFP®, RRC, B. Comm

Executive Financial Consultant
T. Savage & Associates Private Wealth Management

Email: thomas.savage@igpwm.ca
Phone: 905-864-4111

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