CPP Philanthropy™ Strategy

Watch Kevin Willis of Bloom Investment Counsel Inc. join Mark Halpern of WEALTHinsurance.com for a discussion of the CPP Philanthropy™ strategy.

“If you can convert taxes into charity, how great would that be?” For most wealthy clients, they may not need their monthly Canada Pension Plan (CPP) benefits to pay their bills. That money only gets taxed, re-invested and then taxed again. CPP Philanthropy™ is a strategy to be more charitable, maximize your giving and minimize your taxes. Learn four ways to utilize your CPP benefits for philanthropy.

Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor – Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for 30 years. As CEO of WEALTHinsurance.com, Mark and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates.

This video is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this video should consult with his or her financial partner or advisor.