Crash Course In Tax & Financial Planning

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Crash Course In Tax & Financial Planning
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UJA Federation of Greater Toronto says
UJA Young Bay Street Presents (for a second year in a row):
1 Hour Crash Course in Tax & Financial Planning

Join us for dessert and coffee as we discuss tips to optimize your finances and plans to save you and your family money.

The evening will include:
• Do I need a will?
• Demystifying the Prenup
• TSFA vs RRSP, which one is better?
• Insurance for the modern family
• Housing - should I rent or buy?
• Do you have too much debt?

Wednesday, February 24, 2016 | 7pm
Lipa Green Centre, 4600 Bathurst St, Toronto, ON M2R 3V2
Cost: FREE (Registration Required, Limited Space Available)
Event generously sponsored by The Jewish Foundation of Greater Toronto.

Presenters:
Sarah Brown, B.A., Licensed Representative and Advisor, Al G. Brown & Associates
Erin Caplan, B.Sc. (Hon), M.Env.Sc, J.D., Associate, Law Offices of Avra Rosen
Robert Handelman, CPA, CA, CFP, CIM, BBA, VP Tax & Wealth, Natixis Global Asset Management
Adam Hummel, B.A., J.D., Lawyer, Wagner Sidlofsky LLP
Daniel Israelsohn, CPA, CA, MBA, Director of Finance and Administration, Firmex
Andrew J. Schwartzberg, CIM, BBA, Private Investment Advice, TD Wealth
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By: UJA Federation of Greater Toronto

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