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Zenbooks Fireside Chat Series – Philanthropic Planning for Business Owners

October 28, 2022 @ 12:30 pm - 1:30 pm EDT

Free

Zenbooks is fortunate to have an opportunity to host a Fireside Chat Webinar Session about Philanthropic Planning for Business Owners!

If you are not able to attend the LIVE Webinar, You can register and we will send you the recorded video afterwards!

We will explore:

– How do you decide who to donate to?
– How do you get the most impact from your donation?
– Should I donate from my corporation or personal account?
– Should my spouse/kids make the donation?
– Should I start a private foundation?
– How should I donate? (Shares, RRSP, Cash, Insurance, etc.)

You’re not alone. Entrepreneurs donate about 50% more than non-entrepreneurs. We know that charitable giving is a critical part of who you are. You may also consider yourself a philanthropist. If you plan to sell your business in the next 5 years, and/or want to make a significant charitable contribution you should join us. You’ve done so much planning in your business and you should plan your philanthropy too.

We would love to share insight and discuss ideas so feel free to drop in for a chat!
Come prepared with questions! Questions give substance to the conversation! That’s what our Fireside Chats are all about!

 

Zenbooks is Canada’s go-to cloud accounting firm since 2015. We combine modern cloud technology with our in-house expert analysis to provide you with the online accounting service and guidance that best fits your business needs. From tax planning to payroll and monthly accounting services. They’re your finance team! (follow our blog here).

 

Eric Saumure, CPA, CA, Principal, Zenbooks
Eric spent his entire career as an accounting and business advisor. He spent his first few years with KPMG as a Senior Consultant. He later advised and managed the accounting function of a large real estate developer in the private industry. Eric then quickly returned to public accounting in 2017 with Zenbooks to advise C-suite executives and business owners on all areas of business finance, including succession planning, restructuring, building processes and managing remote teams. Eric has grown the Zenbooks team of 15 professionals across Canada and is a trusted advisor to small business owners in varying industries.

Eric is also a graduate of the Telfer School of Management, and completed his Honours Bachelors of Commerce, with specialization in Accounting. He is a Chartered Accountant (CA) and Chartered Professional Accountant (CPA).

Erin Meisner, PFA, CHS, RRC, Associate Director, Desjardins Financial Security Independent Network Ottawa
As a recognized leader in client relationship management, advisor business development and an enhanced understanding of planning for health care in retirement, Erin is committed to
assisting financial advisors build and grow their businesses. Currently working towards MFA-P Strategic Philanthropy Designation Erin is keen to continue to grow her presence as a resource for clients who wish to grow their legacy through charitable giving.

With a unique mix of over 23 years of health care administration and financial services industry experience Erin focuses on working with clients to provide quality holistic advice and strives to enhance their financial planning journey. Erin is a member of the Canadian Association of Gift Planners and she enjoys helping clients explore and engage in their philanthropic legacy.
As the President of Advocis Ottawa over the years Erin has assisted to facilitate group presentations, study group opportunities, charity events and peer to peer events and encourages others to never stop learning, growing and developing both personally and professionally.

Lois Graveline, Founder and CEO, Harmonia Philanthropy
With over three decades of expertise and experience as a professional fundraiser, Lois lives and breathes philanthropy in all forms.  Lois is the proud founder of Harmonia which specializes in deepening the relationships that exist between donors and charitable organizations. She does this by applying strategic direction and guidance that is rooted in compassion and genuine concern for the health and viability of charitable organizations across Canada.  When Lois is not assisting donors and charities realize their philanthropic goals, she is volunteering as a Board Director with Rideauwood Addiction and Family Services, is a member of the NPO Group in Ottawa and takes pride in mentoring junior fundraisers entering the sector.

 

Details

Date:
October 28, 2022
Time:
12:30 pm - 1:30 pm EDT
Cost:
Free
Event Tags:
Website:
https://us02web.zoom.us/webinar/register/WN_vPsYB5TyR6qczxMIqRUdew

Venue

Zoom
Canada
View Venue Website

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