Retirement Planning & Charitable Giving

There will be two topics covered during this webinar:

1. Retirement Planning

   Speaker: Mark Halpern, CFP, TEP of 

2. Charitable Giving 

   Speaker: Aneil Gokhale of Toronto Foundation

On demand

2 CPD hours


4.25 (4)

Register Now

Course Description

The cost of the webinar is $59 (+tax), which you can pay by any credit card. You will earn two hours of PD credits when you register. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements.  

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Mark Halpern's Presentation
  • Mark Halpern's Recording
  • Aneil Gokhale's Presentation
  • Aneil Gokhale's Recording
  • Certificate: Retirement Planning & Charitable Giving
  • Feedback / comments

About the Instructor(s)

Picture of Aneil Gokhale
Aneil Gokhale

Aneil Gokhale is Director, Philanthropy at the Toronto Foundation where he helps individuals, families, professional advisors, companies and other organizations be more strategic with their philanthropy. Aneil has been at Toronto Foundation for 5 years and before that, he worked at United Way Toronto for 5 years and in the private sector, with GE Healthcare in Medical Sales. Aneil is the Chair of the Membership and Professional Advisors committee with the local CAGP GTA Roundtable and has also been a mentor with CAGP, AFP Inclusive Giving and TRIEC. In his personal life, Aneil is a husband and father of two young children who loves spending quality family time exploring every corner of Toronto and cheering on his beloved Blue Jays.

Picture of Mark Halpern
Mark Halpern

Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor – Philanthropy (MFA-P), has helped business owners, entrepreneurs, professionals and wealthy Canadians for over 28 years. 

As CEO of®, Mark provides creative insurance strategies to protect families and their businesses while reducing and eliminating taxes. He works closely with accountants, lawyers, bankers and financial advisors to provide their clients with comprehensive estate planning solutions

Mark has been a keynote speaker at Top of the Table meetings, The Million Dollar Round Table, World Critical Illness Conference, CALU, Advocis, ideacity,  and other industry conferences and association functions.

He is a member of The Toronto Estate Planning Council, the Society of Trust & Estate Practitioners, Canadian Association of Gift Planners and CALU.

In his spare time, Mark is the President of Aish Hatorah Toronto and teaches leadership and business ethics courses at the University of Toronto, York University, Ryerson University and University of Western Ontario.

Mark lives in Thornhill, Ontario, has been married for 24 years and kept busy with 5 children, 23 years of age and under.

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