POP UP WEBINAR by Carte Wealth Management
Financial Group
We have an opportunity for you to join a live webinar for MLA members hosted by Anne-Marie Issacson, Laura Madsen and Graham Gilruth on cottage succession planning. This free webinar is a way to start the discussion on ways to protect your family inheritance, whether it is passing the cottage down to the next generation or the best way to deal with capital gains. Some discussion topics will be:
Transferring Ownership
Capital Gains Rules
Gifting the Cottage
Selling the Cottage to Kids Now
Cottage as a Principal Residence
Using Life Insurance Vehicle as a Solution
This is a free information session for you and your family to join. The below link will direct you to the registration form created by Carte Wealth Management. You must pre-register for the webinar.
It will take place on Thursday October 17th , 2019. Two times have been arranged, 12 noon or 7pm.
By signing up for the webinar you are agreeing to receive one follow up correspondence from the Carte Wealth Management team after the webinar. It could be a phone call, or an email , which you are free to un subscribe from at any time.
Pre-Registration is required. A a link to the live webinar will be sent out to your email that you register with, so that you can connect to the live session day of.
For those who are unfamiliar with a webinar. A webinar is defined as an online meeting or presentation held via the Internet in real-time. The only thing you need is a computer or tablet that is hooked up to the internet that has speakers, so you can listen in and view what is being presented on screen. You will click on the link sent to you for the webinar, and will be connected to the group. No one but the people hosting the webinar know that you are listening in.
The webinar will be approx. 30-45 minutes in length. This webinar is meant to get you thinking about the future of your cottage and is an information session only. There is no commitment. There will not be a live Q and A after the session as questions in these scenarios tend to be case specific, however you can reach out to the team after the information session through Anne Marie’s website, https://askannemarie.ca which will be explained to you on the session.
The MLA does not endorse Carte Wealth Management or the services provided by them. The opportunity to join the webinar is being provided to you as a member of MLA. Any decision to contact or retain the Carte Wealth Management team is entirely at your option and there is no obligation that you do so. This webinar is being presented to you as an opportunity to gain more knowledge on the topics to be discussed.
WEBINAR DETAILS - Cottage Succession Planning DATE: Thursday October 17th, 2019 TIMES:12pm
7pm FORMAT: Live Webcast
