Income and Estate Tax – Delta Hospital and Community Health Foundation

Delta Hospital and Community Health Foundation invites you to join us for a special Private Forum with Rich Widdifield. Register below.

IN THIS SESSION, YOU’LL LEARN:

To minimize or eliminate taxes on your estate.
To avoid double taxations on your “red” retirement accounts.
To bypass paying upfront capital gains taxes when selling your investments.
To convert assets into an income you can’t outlive and leave a lasting legacy.
How our government wants you to save taxes and leave more to charity.

ABOUT THE SPEAKER
	Rich Widdifield is a sought-after speaker, presenter and educator in the areas of financial planning and philanthropy. He presents to entrepreneurs, professionals, professional athletes, families, philanthropists, and charities and works with individual families made up of all of these groups. Rich is a Certified Financial Planner (CFP®) with 25 years experience. He specializes in providing Financial Planning advice and strategies to High Net Worth Families, Business Owners, and Professionals. He is also Recognized as one of Vancouver’s top advisors for families and individuals making significant gifts to charity. Rich’s mission is to help clients develop a clear path for their families – and where applicable, their business – to enjoy life while successfully navigating all of life’s major events and turns. Rich and his wife Andrea believe strongly about giving back and have set up their own family charitable foundation. Rich and Andrea reside in Tsawwassen, BC with their two rescue dogs, Palmer and Cali. They love to travel, especially to London, England to visit their daughter Kaela and her fiancée Sam. Rich is an avid runner, golfer and curler.

ABOUT THE SPEAKER

Rich Widdifield is a sought-after speaker, presenter and educator in the areas of financial planning and philanthropy. He presents to entrepreneurs, professionals, professional athletes, families, philanthropists, and charities and works with individual families made up of all of these groups.

Rich is a Certified Financial Planner (CFP®) with 25 years experience. He specializes in providing Financial Planning advice and strategies to High Net Worth Families, Business Owners, and Professionals. He is also Recognized as one of Vancouver’s top advisors for families and individuals making significant gifts to charity.

Rich’s mission is to help clients develop a clear path for their families – and where applicable, their business – to enjoy life while successfully navigating all of life’s major events and turns. Rich and his wife Andrea believe strongly about giving back and have set up their own family charitable foundation.

Rich and Andrea reside in Tsawwassen, BC with their two rescue dogs, Palmer and Cali. They love to travel, especially to London, England to visit their daughter Kaela and her fiancée Sam. Rich is an avid runner, golfer and curler.

RSVP

Thursday, October 17, 2024
REGISTRATION BEGINS AT 2:30PM

Beach Grove Golf Club
5946 12 Ave Delta, BC V4L 1C7 Banquet Room, Second Floor
Seats are complimentary, but limited.

To RSVP, contact:
Jodi Stokes, Legacy & Leadership Giving Manager
604.940.9695 or
[email protected]

“One of the best presentations I’ve seen. Simply off the charts.” – M. Berger

“Very clear, well presented and inspirational; didn’t talk down to us, and not too complicated, minimum of jargon!” – P. Cleverley

“Very enlightening. A simple, straightforward walk through quite a complicated process. Advice not to be ignored.” – E. & D. Preston

“As a Certified General Accountant and a licensed mutual fund/life insurance representative, even I learned much new information!” – E. Hallot

“Fast paced, entertaining and tantalizing.” – M. Blackman