Rotary Club of Mississauga Meeting April 16, 2024
- Registration for this event is now closed.
16 Apr. 2024 |
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Mississauga
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Attending in Person:
Click on the online Registration Button. Accept invitation. Please indicate in the comments line if you are a vegetarian.
Cost: Payment at the door $40.00
Cost: Online Payment $42.00
Cannot Attend:
Click on the online Registration Button. Decline invitation.
This meeting will not have a Zoom option.
Details: Agenda for presentation
- Why you need estate planning
- Strategies to transfer your estate tax-free to heirs
- The need for philanthropic giving
- Gifting strategies
- Ways to give using life insurance
Bio:
Zahid Syed is a seasoned financial professional with over two decades of experience in the Financial industry. As the founder of Orooj Financial Group since 2001, he has built a reputation for serving over 1500 clients across family and business markets. With prestigious designations including Chartered Life Underwriter (CLU) and Master Financial Advisor Philanthropy(MFA-P), Zahid helps his clients protect their wealth from government and creditors so they can keep more from themselves, their families, and the charities they love. A longstanding member of elite organizations like the Top of the Table- Million Dollar Round Table (MDRT), Estate Planning Council of Mississauga, CALU, and member of the Financial Advisor Association of Canada. Zahid is committed to upholding the highest standards in financial planning and wealth management.