What do camping trips, meteorites, museums, and "Jurassic Park" all have in common? Surprisingly, stories on these topics and many more are light and accessible entrées into the more serious subjects of estate planning and financial planning.
In thirty-two short chapters—each one based on a client’s personal story or an anecdote from the author himself— "Driven by Purpose" shows you the possibilities for growing your wealth and making a real impact through the legacy you plan to leave.
--Helps align your financial and estate planning with your personal values.
--Features dozens of strategies for leaving a lasting legacy and using charitable giving to make a transformational impact on the causes and organizations you support.
--Guides you towards finding financial solutions that fit your specific needs.
--Covers a wide range of topics to help you minimize tax while accomplishing your financial and charitable goals.
--Filled with real, personal stories that will inspire you to get your affairs in order and incorporate philanthropy into your financial and estate planning.
Estate planning can be a challenging process, but this book brings some fun to this complex topic, simplifying it and empowering you to make decisions and plans that are right for you.
And if stories about pirates and ghosts, bird sanctuaries, and the Great Pumpkin aren’t intriguing enough, "Driven by Purpose" reveals five easy ways to destroy your wealth, what to do when your brain won’t let you retire, and asks the provocative question, just how long is forever?
Discover how easy it can be to incorporate philanthropy into your financial and estate planning—and take control of your wealth, your life, and your legacy.
Sprache
Verlagsort
Produkt-Hinweis
Broschur/Paperback
Klebebindung
Maße
Höhe: 203 mm
Breite: 127 mm
Dicke: 11 mm
Gewicht
ISBN-13
978-1-988344-22-5 (9781988344225)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Klassifikation
Ryan Fraser is a nationally known expert in financial planning and philanthropy, with an extensive background as a leader, volunteer, and founder of many charitable organizations. After fifteen years in management positions in the financial industry, Ryan founded his firm, Quiet Legacy Planning Group Ltd., which specializes in working with individuals who wish to incorporate their personal value system into their financial planning experience.
Ryan is a faculty member for the Master Financial Advisor - Philanthropy Designation (MFA-P), as well as the Canadian Association of Gift Planner's Gift Planning Fundamentals course. He is a past president of the Estate Planners Council of London as well as a past chair of the Canadian Association of Gift Planners London Roundtable. He was founding president of The Secrets of Radar Museum and has served extensively in leadership positions on boards and committees of numerous not-for-profit organizations, including Brain Tumour Foundation of Canada, London Heritage Council, Trillium Plus Music & Letters and many others.
Ryan's extensive commitment to the not-for-profit sector has been twice recognized by the Province of Ontario, which awarded him the Ontario Volunteer Service Award in both 2009 and 2015. He is a graduate of both the University of Michigan and the University of Western Ontario, where he was awarded the University Gold Medal.
Beyond his passion for philanthropy and finance, he is also an award-winning astrophotographer whose works have been featured by Canada's national astronomy magazine SkyNews, and across Canada on CTV. Ryan's wife Bridget and their three children, Brennan, Liam, and Haydn, are his inspiration for philanthropy and community service.
