Date & time
Thursday, November 20, 2025
10:30 a.m. – 11:30 a.m.
10:30 a.m. – 11:30 a.m.
Conferences & lectures
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WEBINAR: Income tax reduction & estate tax elimination
Speaker(s)
Heather Borrelli, Senior Wealth Advisor at Assante Capital Management Ltd
Cost
Complimentary
Organization
University Advancement
Where
Online
Hear one of our nation's most knowledgeable, entertaining and engaging speakers on the topic of how you can save income and minimize estate taxes.
In this complimentary webinar you will learn how to:
- Minimize or even eliminate taxes on your estate.
- Change your estate plans in this virtual environment.
- Avoid double taxation on your “red” retirement accounts.
- Bypass paying upfront capital gains taxes when selling your investments.
- Convert assets into an income you can’t outlive and leave a lasting legacy.
- Understand why our government wants you to save taxes and leave more to charity.
Instructions, link and password to attend will be sent once you have registered.
Since 2001, Heather Borrelli has been advising individuals, families, and business owners on how to implement advanced planning strategies to significantly reduce income and estate taxes, as well as multiply the charitable impact to those causes most meaningful to them.
She is a sought-after speaker — the focus of her presentations are the 20+ tax incentives our government has made available to encourage philanthropic giving in Canada. She has been featured in the Globe and Mail and is an active member of the Montreal chapter of the Canadian Association of Gift Planners (CAGP).