Minimizing Taxes with Estate Planning

An exclusive presentation for Alberta residents on income tax reduction and estate tax elimination.

Tuesday, March 4, 2025
10:30 a.m.–11:30 a.m. Mountain time
Online

Nature Conservancy of Canada (NCC) supporters are invited to attend an exclusive presentation by financial expert Jeff Evans on the many tax benefits when planning for your estate.

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 income you can’t outlive, and leave a lasting legacy.
• our government wants you to save taxes and leave more to charity.

Tickets to this event are complimentary, but space is limited. Don’t miss this chance to hear one of Canada’s most engaging speakers.

This virtual event provides information specifically intended for residents of Alberta. To receive more information on estate planning events in your area, please contact planned.giving@natureconservancy.ca.  

Our presenter

Jeff Evans, Certified Financial Planner

Jeff Evans has had the privilege of guiding individuals, families and business owners with their financial affairs for over 25 years. During this time, he has developed a passion and an expertise for educating and motivating Canadians with strategic financial planning strategies. These strategies have helped them to redirect millions of tax dollars from the Canada Revenue Agency to charitable causes that are deeply meaningful to them.

Since 1999, Jeff has held the Certified Financial Planner® designation and has appeared on Global National TV and News Talk 770 CHQR radio in Calgary. He is a member of the Canadian Association of Gift Planners and is a past member of Rotary. His personal philanthropic efforts have also extended to maintaining a family foundation that will eventually involve the next generation of his family.

Jeff and his wife, Paula, have been married for over 30 years, making their home in the Sundance neighbourhood of Calgary with their Maltese and Pomeranian dogs, Max and Gia, who apparently rule the family! They are also blessed to live close to their two adult children, Josh and Alexandra. Jeff’s interests include music, which can be traced back to his classical percussion training and membership in a rock band. He is also passionate (Paula might say obsessive) about his golf game and loves to spend time at Priddis Greens Golf and Country Club in the foothills of the Rocky Mountains.