About the Speaker
For over 30 years Brad Willems has assisted families in implementing tax and financial strategies that maximize their inheritances and philanthropic intentions. Brad has authored the book “No Shortcuts: Ideas for Focused Results in a Distracted World” and has been seen on PBS and Global TV.
Brad is a founding member of the Abbotsford Estate Planning Council and is currently a member of the Canadian Association of Gift Planners. He also serves as a director for Amicus Global Relief Solutions. Brad is passionate about redirecting every possible dollar of “social capital” (also known as tax dollars) to the organizations that work towards creating a better community, both locally and globally. As a result of his expertise, Brad has helped his audiences redirect over $28 million to the non-profit sector.
Brad and his wife, Donna, are blessed in having their adult children, Steve and Alicia, and their respective families living nearby which enables them to enjoy ongoing rich family time together.
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.
KGH Foundation supporters are invited to attend an exclusive virtual presentation by financial expert Brad Willems on how to save money while estate planning.
You Will Learn How:
- To minimize or even Eliminate Taxes on your estate.
- To Avoid Double Taxation on your “Red” retirement accounts.
- To Bypass paying upfront Capital Gains Taxes when selling your investments.
- To convert assets into an Income You Can’t Outlive and leave a Lasting Legacy.
- Our Government Wants You to Save Taxes and leave more to the People and Causes You Care About!
When:
Thursday, April 13th, 2023
Presentation: 4:00 p.m. – 5:30 p.m.
Legacy Giving
The KGH Foundation was established in 1978 to support a growing community of donors wishing to have an impact on healthcare in our community. For over four decades, donors have trusted the KGH Foundation to help them create a legacy of significance and purpose – to advance health care in their local community and support the well-being for all those who call the southern interior of BC home.
Donor Stories
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Brad2021-03-07 15:44:242021-06-30 05:14:06The Legacy Behind JoeAnna’s House
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Brad2022-09-13 16:45:522022-09-13 16:45:52Heart of Gold Gala Returns, Raises Over $1.6 Million for KGH