Income Tax Reduction & Estate Tax Elimination Webinar

You Will Learn How To:
Minimize or even Eliminate Taxes on your estate.
Change your Estate Plans during this COVID-19 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.
• How our government wants you to Save Taxes and Leave More To Charity.

DATE: March 22, 2022
Registration Time: 10:15 a.m.
Webinar Presentation: 10:30 a.m.

Reserved spaces are complimentary.
Contact Cheryl Moore to secure your virtual seat today!
(613) 256-2500 ext. 2610 or
email your response

A Live Webinar Presentation
Instructions, link & password will be sent once you have registered for the event.

Betty-Anne Howard has been guiding individuals, couples and families to realize their financial dreams for over 20 years. With her specialization in strategic philanthropic planning she has been able to direct millions of dollars to the charitable sector while dramatically reducing taxes for those individuals she has assisted.

Betty-Anne is an accomplished author having published her most recent book, Making Your Dreams a Reality and has been interviewed by The Globe and Mail and Carleton University’s publication, Philanthropy in Action. She is a member of the Canadian Association of Gift Planners having also been their Ottawa Education Chair, and for two years served as a Trustee at the Institute for Advanced Financial Education.

Growing up in poverty and fueled by her father’s illiteracy in rural Ontario, Betty-Anne became committed to higher learning; becoming the first person in her family to attend university and obtain a Masters and Honours degree. Later on she developed and delivered courses at both Queen’s University and St. Lawrence College. She has been honoured with numerous awards for her public speaking and has facilitated a variety of inspirational talks to organizations such as the Ottawa Estate Planning Council, Friends of the Earth Canada, Action Canada and the Canadian Association of Gift Planners.

Betty-Anne has been an active Board and Committee member for such organizations as Queen’s University Ban Righ Foundation, the Kingston Unitarian Fellowship, the Sexual Assault Crisis Centre and the Kingston Arts Council. She has been on the Board of the Kingston District Health Council where her involvement was instrumental in obtaining Ministry of Health Funding for the first Sexual Assault Crisis Centre in Canada. Betty-Anne lives with her spouse and adopted golden doodle, Phoenix, on beautiful Bass Lake between Kingston and Ottawa. They enjoy the great outdoors and spending time with their horses, Stella and Brooklyn

Do not miss this opportunity to 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.

What previous attendees have said about our presentation:

Betty-Anne’s passion and knowledge in the areas of planned giving and legacy are second to none! This is a niche area of financial planning that requires a professional dedicated to its true opportunities and meaning; Betty-Anne has dedicated her time and energy to being a expert in this niche and I would highly recommend placing your trust and legacy journey in her hands.
– Erin M.

Betty-Anne truly understands how the tax rules work when it comes to charitable giving and the strategies to pay less in tax while giving more to charities. She is also a dynamic, inspirational and motivational speaker who is passionate about her mission and message to make a difference in the world and in the lives of others.
– Maggie A.

Betty-Anne Howard is a force of nature – an inspirational speaker whose stories pull at your heartstrings and then she demonstrates how to grow your heartfelt ideas into realization.
– Beatrice O.

As a world class speaker Betty-Anne inspires and motivates her audience to consider their legacy while helping guide donors through a process to maximize your gifts that can have the greatest impact on the charities you want to support. Not only that, she is a Philanthropist through and through as she has incorporated charitable & planned giving into her own life and her business.
– Jayne & Steve L

Betty-Anne is in a category we call exceptional in everything she does. She’s an exceptional speaker and doer of good deeds. She’s passionate about leaving a legacy and helping others do the same. She recognizes we all have our own journey and path to making a difference in the world and the lives of others. Philanthropy is at the core of her being and that comes through in her presentations and how she guides donors on their own personal journeys.
– Mark M