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May 4, 2020 By Canadian Preplanning Council

Course 2 – Charitable and Planned Giving – 2 Hours

Course 2 – Charitable and Planned Giving – 2 Hours
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Price
Free
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This document identifies strategies, not all of which will apply to your particular financial circumstances. The information in this document is not intended to provide legal or tax advice. To ensure that your own circumstances have been properly considered and that action is taken based on the latest information available, you should obtain professional advice from a qualified tax and/or legal advisor before acting on any of the information in this document.

Course Content

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Chapter 1: Types of Planned Giving 1 Topic | 1 Quiz
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Lesson Content
0% Complete 0/1 Steps
Types of Planned Giving
Chapter 1 Questions
Chapter 2: Distribution of Assets 1 Topic | 1 Quiz
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Lesson Content
0% Complete 0/1 Steps
Distribution of Assets
Chapter 2 Questions
Chapter 3: Tax Credits & Donations 1 Topic | 1 Quiz
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Lesson Content
0% Complete 0/1 Steps
Tax Credits & Donations
Chapter 3 Questions

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