Calgary City Centre Building Conference Centre
215 2nd Street SW, Calgary, AB
About this Event:
You are part of Calgary’s bright future. With every gift you make you help create lasting solutions to overcome poverty, help kids succeed, and build strong communities.
Your generosity is a reflection of your values, hard work, and commitment to making a difference. We are hearing that many people would like to be more intentional and impactful in planning their giving and are looking for ways to give in smarter, more efficient ways. We understand that effective gift planning takes time and can often seem complex.
With the support of our sponsor, Mawer Investment Management, United Way and our partners in the legal, financial and tax sectors are simplifying and making the process of legacy and gift planning more accessible with complimentary estate planning seminars for long-time donors.
You are invited to attend our upcoming seminar to be held on September 27, 2017 at 7:30 a.m. Breakfast and venue generously donated by Ernst & Young.
Topics:
Learn about how planned giving can provide you with an opportunity to build a powerful charitable legacy that reflects your personal or family values and a vision for the future. Also learn about these other exciting topics from our experts:
- Alternative ways of giving
- Using life insurance as a charitable gift
- Update on proposed Federal government tax changes for private companies
If coming from the
Speakers:
Phil WelchUnited Way of Calgary & Area Board of Directors
Phil Welch is the President & Managing Director of McDaniel & Associates Consultants Ltd. He has been with McDaniel & Associates since 1988 and has in excess of twenty-five years of experience in the oil and gas industry. Phil graduated from the University of British Columbia in 1985 and 1987 with a Bachelor of Applied Science and Master of Applied Science degrees in Mechanical Engineering. He is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA), the Society of Petroleum Engineers (SPE), and the Society of Petroleum Evaluation Engineers (SPEE).
Phil is a member of the United Way of Calgary and Area Board of Directors, has been involved as a donor and volunteer for many years, including Co-Chair of the Major Donor Cabinet and currently as a member of the Tomorrow Fund Committee.
Dean RadomskyPartner - Private Client Services, EY
Dean is a Tax Partner responsible for the Calgary Private Client Services tax practice. He has over 20 years of Canadian income tax experience with emphasis on mid-market entities.
Tom Flaig
Senior Tax Manager - Private Client Services, EY
Tom is a Senior Tax Manager in the Private Client Services group and specializes in providing income tax services to private companies with a focus on corporate reorganizations, estate and succession planning and implementing tax-minimization strategies for private businesses and their stakeholders.
Directions:
Calgary City Centre Building Conference Centre
215 2nd Street SW
Calgary, AB T2P 2V7
The Conference Centre is on the Mezzanine Level (+15 level), easily accessible, located at the intersection of 2nd Avenue and 2nd Street SW.
If arriving from the North, travel across the Centre Street Bridge Lower deck, turn right immediately after the bridge onto Riverfront Avenue, follow and turn left on 2nd Street. Park in the Eau Claire surface lot or underground parking and walk across the street. Or travel to 3rd Avenue, turn right, and turn right again into the Calgary City Centre underground parking.
If arriving from the South, travel on 4th Avenue (going west) or 5th Avenue (going east), turn North at 2nd Street, carry on 2nd Street to 3rd Avenue, turn left then turn right to access the Calgary City Centre underground parking. Alternatively, you can travel to Eau Claire Market and park in the surface lot or underground parking and walk across the street.
From the lobby of Calgary City Centre, take the escalators to the 2nd floor, and the Conference Centre is on the right hand side. From the parkade, choose Mezzanine Level or 2nd floor. The Conference Centre is on the left as you exit the elevator.
Have Questions? Contact Us:
Contact
Clare CottonUnited Way of Calgary and Area
403-410-2579
clare.cotton@calgaryunitedway.org
Sponsored by:
