|October||How ETFs fit into a hybrid advice model. Experts describe how they use the funds. Kurt was asked to speak at an ETF Conference hosted to Transcontinental in downtown Toronto in October. Some of Kurt's comments are featured in the article enclosed.|
|October||A guide to money management: Who should handle your nest egg?
Kurt was interviewed for The Globe and Mail to discuss different investment types for Canadians. Read the article.
|September||Budget like a boss in 3 easy steps. Kurt was featured in an American journal to discuss financial management for university graduates and young professionals. Read his comments here.|
|September||Kurt gave a presentation on September 27, 2017 to sixty retired individuals and couples on tax planning. Click here to view slides at the presentation Kurt completed.|
|May||The Globe and Mail interviews Kurt to talk about how to manage people who suddenly find themselves with a lot of money. Read the article.|
|May||Kurt was interviewed to provide guidance on how a Certified Financial Planner can assist an accountant ahead of tax time to make your tax return preparation go more smoothly and possibly minimize income taxes paid. Read the article.|
|March||Kurt’s most recent e-newsletter was picked up by The Globe and Mail and Rob Carrick interviewed Kurt for some specific commentary. Read the article.|
|October||Kurt commented to the Globe and Mail on how to benefit from roaring stock market and discussed strategic and tactical rebalancing. Read the article.|
|October||Kurt recently gave an interview on the financial planning challenges of youth lawyers. Read the article.|
|July||Credit Card Savvy - Kurt spoke with the Toronto Star and provided insightful advice about the rewards and risks of using a credit card.|
|June||Kurt will be teaching courses on investing, financial planning & wealth management on June 15, 16, 17th at the Hyatt Regency in Vancouver from 9am to 4pm.|
|March||Kurt was interviewed about debt management by metro news. Read the article here.|
|February||RSP or TFSA? How to Choose - Kurt spoke with Metro Canada and provided useful comparisons of the two most popular savings tools and commented on which account might be suitable for you.|
|February||Six Ways to Deal with Debt - Kurt spoke with Metro Canada recently about the impact of debt on your finances and developing a strategy to overcome the burden of debt.|
|January||Kurt was interviewed for a national newspaper to discuss different types of RRSPs. See the interview here.|
|January||Kurt attended a presentation at the Economic Club of Canada where the five Chief Economists of the largest Canadian banks gave their forecasts for Canada and the world in 2016. Read the summary of their comments.|
|December||Kurt commented to The Globe and Mail on retirement and taxes. Read the full article here.|
|December||Kurt will be in Vancouver December 1,2 & 3rd teaching courses on personal finance and wealth management for the BC CPA Assocation at the Four Seasons Hotel downtown.|
|October||Kurt was recently interviewed by the Globe and Mail regarding the second phase of the new Client Relationship Model introduced by the Canadian Securities Administrators. Click here to read the full article.|
|August||Kurt was interviewed by The Globe and Mail in our downtown Toronto office. Kurt provided tips on how kids coming out of post secondary education can manage their costs of education. Click to view.|
|July||Kurt was interviewed by CTV to discuss the need for university and college students to keep a budget and manage their finances during these expensive education years of their life. Watch the interview here.|
|June||Kurt gave a key note speech to almost 200 accountants at the provincial continuing education day for the CPA Association of BC. Kurt spoke for ninety minutes on why financial freedom for white collar Canadians may be so far off - and what to do about it. Click to view photo.|
|June 25||Read Kurt's article in the Financial Post on the topic, "Replace mutual funds with ETFs to build a better investment portfolio." Read the full article.|
|June 15, 16 & 17||Kurt is presenting several courses (including Investing in Stocks, ETFs and Mutual funds and Designing Retirement Income) for attendees at the CPA Association of BC in Vancouver.|
|June 16||Kurt is the key note speaker at the CPA Association in Vancouver. Kurt's speech called "Help, financial freedom feels a long way off" will be presented in front of almost two hundred conference attendees.|
|June 2, 3||Kurt is instructing personal finance sessions on investing, estate planning, insurance and financial planning to course attendees for CPA Ontario.|
|May 24||Kurt was asked to be the financial expert for the Financial Facelift column in The Globe And Mail newspaper. Kurt commented on the finances of a couple living in the country and their ability to afford retirement. Read the full article here.|
|May||Kurt was asked to speak about designing a personal investment portfolio and how to create a retirement income in Ottawa. He addressed an audience of Certified Public Accountants.|
|May 6||Kurt was one of two expert speakers on practice management at the ETF Association of Canada's national conference. Kurt told approximately one hundred and fifty financial advisors how to design a financial advisory practice and advocated for transparent, value priced fees. Kurt debated with a professional investment counsellor about how to structure a wealth management practice.|
|April 12||Kurt was interviewed by CTV National News for his opinion on the impact of a higher Tax Free Savings Account Limit". Click here to view.|
|April 8||Kurt was interviewed by The Globe and Mail for his opinion on the recent news that the Federal Government is considering doubling the annual contribution limit for TFSAs in Canada. Read the full article here.|
|April||Kurt was interviewed about the cost of living in retirement. See his comments here.|
|October 22||Kurt was featured in an article by Rob Carrick of The Globe and Mail talking about the appropriate age for young people to buy a home. Read the full article here.|
|October 11||Kurt provided expert commentary to a 30 something couple with a large mortgage in today's Globe and Mail "Financial Facelift" column. Read the full commentary here.|
|August 11||Kurt was interviewed by The Globe and Mail to discuss the Top Mistakes made by Do-It-Yourself Investors. Read Kurt's comments here|
|July 19||Kurt was asked to be the financial expert in the Globe and Mail's weekly Financial Facelist case study story. See what Kurt told a retiree worried about running out of money here.|
|July||Kurt discusses the realities of little savings and heavy debt loads in this recent Globe and Mail Financial Facelift based on real life situations. Read the full article here.|
|June||Kurt speaks about some of the pros and cons of moving for a new job in this edition of The Star. Read the full article here.|
|June||Read Kurt's expert commentary for Canadian Family Magazine on the affordability of a home for young Canadians in 2014. Read the full article here.|
|May 14||Kurt was interviewed by The Globe and Mail to discuss the status of retirement planning for Canadians. Read the full article here.|
|March||Kurt was interviewed by The Globe and Mail as part of their video series on financial advice. In this video, Kurt discusses whether young Canadians (in their 20's and 30's) should contribute to RRSPs yet. See the video at this link.|
|March||Can you really afford that mortgage? Know your Real Life Ratio. Kurt was asked by The Globe and Mail to help build a calculator that assists Canadians to know their debt limit. Read the full article here.|
|March||Will you have enough money to cover health care bills in retirement? The Globe and Mail wrote an article based on Kurt's popular "aging in Canada" newsletter edition released late in 2013. Read the full article here.|
|February||Kurt spoke to the Toronto Star about the benefits of RRSP investing. Read the article here.|
|February||Kurt was interviewed by The Globe and Mail to talk about financial planning and Generation X. He helps to prioritize saving vs spending and other financial "to do's". Read the full article here.|
|February||Kurt was interviewed for Today's Parent national magazine and discussed personal financial planning for young families. Read the article and Kurt's comments here.|
|February||Kurt commented in a Globe and Mail profile piece about an Order of Canada recipient who made volunteering a part of their retirement plan. Kurt provided direction on what it takes in your finances to fit in time for volunteer work. Read the full story here.|
|February||Kurt was asked to provide expert financial commentary to the most recent case study published in the Report on Business section of The Globe and Mail. In this case, a couple in BC is looking to understand if they can afford to buy a bigger home, how to plan for their retirement and some investment planning. Read the full article here.|
|January||Kurt was asked to be the keynote speaker at the Ontario CPA Association annual gala for university business students from across Ontario universities. Eight hundred elite university students listened to speak for an hour on the benefits of an accounting university degree, career tips and traps as they look for future jobs and the story of Kurt's 25 year career from rural Manitoba to owner of one of Canada's elite financial advisory practices.|
|January||Kurt was interview for the Financial Post on the question he is asking his clients this year regarding rate spikes. Read the full article here.
|December 30||Kurt was inteviewed for Yahoo finance to provide financial planning tips for 2014 as we close out 2013. Read the full article here.|
|December||Article about accountants and financial planning. Kurt was asked to write a column for The Bottom Line magazine about encouraging accountants to get involved with financial planning services. Read the full article here.|
|November 22||See Kurt's hard hitting commentary about investment fees in Canada. Read the full article here.|
|November 8||Kurt gave a two hour presentation at the National Certified General Accountant conference on "Investment Planning". The presentation covered the six steps to constructing an investment portfolio, how to select a financial advisor and more than 50 investing concepts important to investing today.
|October 23,24,25||Kurt is teaching four courses "How to Build an Investment Portfolio" (full day), "Stocks, ETFs and Funds" (full day), "Annuities and How They Work" (half day), and "Understanding Canadian Wealth Management Options from Banks and Brokerages" (half day) for the Manitoba Chartered Accountant Association in Winnipeg.|
|October 18||Kurt taught a full day course called "Creating a Financial Plan" for the Certified General Accountant Association of Ontario.
|September 11||Kurt wrote an article for the Ontario Dentist Magazine, a monthly publication to provide Ontario dentists with practice management advice. In the article, Kurt discussed the importance of teaching children about financial education, providing example of how parents can help when children are small and all the way through when the child is an adult. Read the full article here.|
|February 11||Kurt was interviewed in The Globe and Mail to discuss the importance of RRSP contributions to young Canadians. Read the full article here.|
|February 6||A hard hitting interview on the realities of retirement planning where the Globe and Mail interviewed Kurt and his viewpoint on "Freedom age 70". Read the full article here.|
|December 28||Kurt provides advice to a widow who is seeking answers on how to save for retirement and manage her finances long term. Click here for full story in The Globe and Mail.|
|December 19||Kurt was interviewed on CBC TV's "The Lang & O'Leary Exchange" national TV show about the pros and cons of RRSPs vs. Tax Free Savings Accounts.
Click here for full interview
|November 26||Kurt was interviewed by The Globe and Mail on the day that Federal Government announced an increase to the annual Tax Free Savings Account limit. Click here to read the interview with Kurt.|
|November 19||November 19, 2012 Kurt was featured in a Globe and Mail article about goals and financial planning during Canada's Financial Planning Week. Click here to read full article.|
|November 15||November 15, 2012 Kurt was interviewed by Mike Eppel of 680 News Talk Radio in Toronto. Click here to listen to Kurt speak about financial planning for children.|
|November 12||Kurt was interviewed about how to teach children good money habits at a young age. Read the full article here.|
|October 22||Kurt was featured as the financial expert in the latest case study for the Toronto Star's Moneyville business section. In this article, Kurt advises a young professional couple how to start a financial plan, focus their goals, get out of debt and more. Some tough medicine that a many young Canadians will relate to. Click here to read the full article.|
|October 13||Kurt was featured as the expert planner in The Globe and Mail's "Financial Facelift" column. In this article, Kurt provides advice to a single woman in her 60's about how to structure retirement with the assets she has. Click here to read the full article.|
|June 20||Kurt was interviewed by the Canadian Press for an article discussing student debt and how best to finance an education. The comments were pickep up by several of Canada's largest newspapers. Here are several links to read:
• The Globe and Mail
• The Winnipeg Free Press
• The Charlottetown Guardian
|June 19||Kurt was a featured guest speaker at “PD Day” for more than 140 Chartered Accountants in Vancouver. Kurt was asked to speak at this function by the BC Institute of Chartered Accountants.|
|June 12||Kurt taught a course on “How to Build a Financial Plan” to a group of Chartered Accountants in Burlington, Ontario. Kurt was asked to speak by the Ontario Chartered Accountant Institute.|
|June 4||Kurt spoke to two groups of Chartered Accountants on two topics: “Wealth Management Strategies for Affluent Canadians” and “Building Your Own Retirement with Annuities”. Kurt was requested to speak to these two groups by the Ontario Chartered Accountant Institute.
|May 11||Kurt was a feature presenter at the Toronto Entrepreneur Show at the Living Arts Centre in Mississauga. Kurt presented for an hour on “50 Strategies in 50 Minutes” that an entrepreneur must know.|
|March 29||Kurt was interviewed by Dan Richards of Advisor Impact to learn about the critical success factors in maintaining a financial advisory practice and assisting clients. The video is distributed to thousands of financial advisors across Canada.
|March 14||Kurt was interviewed by Rob Carrick of The Globe and Mail. The topic of the day was how the average Canadian 30 year old is screwed and may struggle to get ahead financially.
The video was posted to the Globe's website. See the video at this link.
|January 31||Kurt was interviewed in The Globe and Mail to discuss how much money people should spend on vacations in proportion to their income. Read the full article here.|
|January 2||Kurt commented on an article in The Globe and Mail on "Investing in A Home". Kurt provides guidelines on buying and talks about his biggest fear in Canadian real estate in the next few years. Click here for full story in The Globe and Mail.|
|November||Kurt participated in the "Financial Road Map" series for The Globe and Mail newspaper where he answered questions to small business owners about financial planning. Here is the link to all the questions that Kurt answered: Click here for full story in The Globe and Mail.|
|November 4||Kurt was asked to serve as the financial expert a feature in The Globe and Mail called "ask an expert" where Canadian small business owners can email financial questions about starting and managing a business and Kurt will provide the answers. Here is a link to the landing page on the Globe and Mail website (www.globeandmail.com/financialroadmap). Kurt also wrote an article that was published in The Globe and Mail discussing the merits of a business owner engaging a "Family CFO" instead of a basic financial advisor. Click here to link to the article.|
|October 17||Kurt was interviewed as part of 2011 National Financial Planning Week. The article was published in The Globe and Mail. You can read the article here|
|October||Kurt was interviewed by CA Magazine, the national monthly publication for Chartered Accountants in Canada, and asked to provide his opinions on family financial planning. Read the full article here.|
|October 1||Kurt was featured as the expert personal financial planner in The Globe and Mail "Financial Facelift" column by Dianne Maley. In this edition, Kurt provided advice to a young single lady in Vancouver who was struggling to know how to make it financially as she lives alone in an expensive city. Read the entire case study at this link: Click here for the entire case study in The Globe and Mail.|
|July 30||Kurt was featured as the expert personal financial planner in The Globe and Mail "Financial Facelift" column by Dianne Maley. In this edition, Kurt provided advice to a couple nearing retirement and seeking direction on how to invest, whether they have enough money to retire and their levels of life insurance. Read the entire case study at this link: Click here for the entire case study in The Globe and Mail.|
|July 19-22||Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children's savings, debt and real estate planning to Chartered Accountants from across BC.|
|July 25, 27, 28||Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management in Canada to Chartered Accountant members of the Ontario CA Institute.|
|June||Kurt was asked to write an article on "Divorce Planning for Dentists" and published in the Ontario Dentist Magazine, the provincial publication for dentists in Ontario. Read the article here|
|June 9||Kurt was interviewed for a national personal finance article from Morningstar, asked to give his opinion on whether Canadians carry too much debt. Read the entire article here.|
|May 21||Kurt was featured in an article written by Garry Marr for the The National Post. The article titled "Condo Buyers look to Asians for Returns" interviewed Kurt for his opinion on condominiums to live in and for investment. Kurt criticized condos as unstable investments that should be avoided. Read the full article here.|
|May 19||Kurt was asked to be the guest speaker at the Toronto Dental Implant Study Club, an association of dentists and dental specialists from across Toronto. Kurt spoke for an hour on 65 different financial issues that medical professionals struggle with and provided answers on how to deal with each one.
|March 25||Kurt was recently profiled in The Globe and Mail's "Financial Facelift" series on Saturday March 25, 2011. In this article, Kurt provides guidance to a young, single professional in Toronto about how much money to spend on a first home. Here is a link to the case study.|
|March 14||Kurt was profiled as one of Canada's top financial advisors in The National Post, as promoted by The Accretive Advisor, a thrd party evaluation firm. Click here to read (pdf)|
|February 23||Kurt completed a two hour presentation on tax planning strategies for a large group of administrators for the Toronto District School Board.|
|February 23||Kurt was featured by The Globe and Mail newspaper as the expert in a webinar session. The topic of the day was last minute RRSP tips and readers emailed questions with Kurt emailing answers back. Here is a link to the article.|
|February 17||Kurt was interviewed in the national post to discuss the debt levels that the average Canadian now carries and the problems it causes. Click on the following link to read the article and Kurt's comments.|
|February 16||Kurt was the key note speaker for an afternoon presentation on tax planning for retired teachers.|
|January 26||Kurt was interviewed by the Toronto Star newspaper to provide expert commentary on mortgages and debt levels of Canadians. Here is a link to the article.|
|January||Kurt was recently profiled in The Globe and Mail's "Financial Facelift" series on Saturday January 22, 2011. In this article, Kurt talks about how young people are spending too much money on their first home, leaving them in a pool of debt and choking off money for other spending. Here is a link to the case study.|
|December 4th||Kurt was recently profiled in The Globe and Mail's "Financial Facelift" series on Saturday December 4, 2010. In this article, Kurt provided advice on how accumulating enough retirement money. Here is a link to the case study.|
|December||Kurt is teaching full day courses on "How to Build a Financial Plan", "How to Design an Investment Portfolio", "Stocks, ETFs and Mutual Funds" and "Wealth Management in Canada" to Chartered Accountants in Winnipeg on behalf of the CA Institute of Manitoba.
Kurt is teaching full day courses on "How to Build a Financial Plan", "How to Design an Investment Portfolio", "Stocks, ETFs and Mutual Funds" and "Wealth Management in Canada" to Chartered Accountants in Vancouver on behalf of the CA Institute of BC.
|November 5th||Kurt was interviewed in the "Update on Mortgages" special feature for The Globe and Mail. In the article, Kurt discusses how decisions about the cost of a home should be balanced against your entire financial plan first. To read all of Kurt's recent commentary in The Globe and Mail, visit www.theglobeandmail.com and do a search using Kurt's name.|
|October 2||Kurt was recently profiled in The Globe and Mail's "Financial Facelift" series on Saturday October 2nd, 2010. In this article, Kurt provided advice on how to retire in the country. Click here for the case study in The Globe and Mail.|
|From September to November||Kurt is teaching full day courses on "How to Build a Financial Plan", "How to Design an Investment Portfolio", "Stocks, ETFs and Mutual Funds" and "Wealth Management in Canada" to Chartered Accountants across Ontario on behalf of the CA Institute of Ontario. Kurt is teaching a full day course on "How to Build a Financial Plan" to Certified General Accountants on behalf of the Ontario CGA Association.|
|July 30th||Kurt was profiled in The Globe and Mail's "Financial Facelift" story. Kurt provided advice to a young investor on how to design a portfolio. Click here for full story in The Globe and Mail.
|June 27th||Kurt was profiled in The Globe and Mail's "Financial Facelift" column on June 27, 2010. Kurt provided assistance with goal planning and prioritizing financial priorities to a young university graduate. Click here for full story in The Globe and Mail.|
|April 17||Kurt was profiled in The Globe and Mail national newspaper as part of the "Financial Facelift" series. In this edition, a couple with careers in the military were pondering next steps with respect to careers, real estate, retirement planning and family planning. Kurt was called upon to provide guidance to them. Click here for full story in The Globe and Mail.|
|Kurt is teaching full day courses on "How to Build a Financial Plan", "How to Design an Investment Portfolio" and "Wealth Management in Canada" to Chartered Accountants on behalf of the CA Institute of Ontario. Kurt is teaching a full day course on "How to Build a Financial Plan" to Certified General Accountants on behalf of the Ontario CGA Association.|
|February 20||Kurt was profiled in The Globe and Mail national newspaper as part of the "Financial Facelift" series. In this edition, a couple from eastern Canadian was looking for guidance with retirement planning and Kurt was called upon as the financial planning expert to provide strategies and recommendations. Click here for full story in The Globe and Mail.|
|February 13 & 14||Kurt was asked to be a guest speaker at the Canadian Investment Show at the Royal York Hotel in Toronto. Kurt presented two 45 minute educational seminars on RRSP Planning and on Strategic Wealth Planning for Affluent Canadians.|
|January 27||The Globe and Mail's "Report on RRSPs" special edition interviewed Kurt about why more Canadians don't take advantage of their employer's pension plans and the problems with so many employer pension plans. The article was called "Free Money? Nah, I'm Good" written by Paul Brent.|
|January 21||Toronto Star Newspaper article "Reshaping Your Finances" interviewed Kurt for comments on key financial planning resolutions for 2010.|
|From October to December|| Kurt taught three courses (What is Wealth Management Course, How to Build a Financial Plan Course and How to Build an Investment Portfolio Course) for Chartered Accountants across Ontario and Manitoba, with full day seminars in the following cities: Markham, Toronto, Barrie, Waterloo, Kitchener, London, Mississauga and Winnipeg. Kurt continues to be a qualified instructor of personal finance for Chartered Accountant Institutes in Canada.
|October 24 and December 26th||Kurt was profiled in The Globe and Mail national newspaper where he provided financial planning advice to Canadians who had submitted information to the newspaper as part of their weekly "Financial Facelift" series.
In 2009, Kurt was asked to comment in the national newspapers, radio or television ten times on matters of investment planning, retirement planning, insurance, tax planning, cash flow management and estate planning.
|May 13||Kurt was a guest on City TV in Toronto, Toronto's most popular breakfast television channel. Kurt was interviewed about tax planning and why it is bad to get a tax refund after filing your tax return.|
|April 8||Kurt presented gave a one hour talk to the Toronto Beaches Moment group, a group of stay-at-home mom's on maternity leave. The talk covered cash flow management, tax planning, RESPs, getting a Will prepared, life insurance and deal with the mortgage.|
|March 9||Kurt was the featured speaker at a downtown Toronto function hosted by one of the world's largest mining companies. Kurt spoke for 90 minutes on sensible financial strategies for troubled times, providing guidance on money management in the face of job loss, falling stock markets and falling home values.|
|February 18||Kurt presented a 90 minute seminar on wealth management for lawyers and staff at a large Toronto law firm.
15, 16, 17
|Kurt and his advisory team provided educational seminars on tax planning, estate planning, investing and retirement at the Toronto Financial Forum, offering twelve sessions over three days. Kurt was also asked to headline the mainstage on Saturday afternoon, speaking on the topic of "Financial Planning in the 2009 Recession" to more than 300 people. Copies of Kurt's slides can be downloaded on the newsletter page of this website.|
|2008 Public Speaking Venues|
|December||Kurt is teaching two courses on financial planning and investing for the Manitoba Instititute of Chartered Accountants on December 11 and 12th, 2008 in Winnipeg.|
|December||Kurt is the instructor of four courses on wealth management topics (investing, retirement, insurance, estate, children's savings, tax planning and real estate) for the continuing education program of the Ontario Institute of Chartered Accountants. Twelve half and full day courses are being offered from October to December 2008 in Toronto, Mississauga, Ottawa, Markham, Barrie and London.|
|November||Kurt is teaching a 90 minute course on retirement planning for employees of the Province of Ontario Government on November 26, 2008.|
|September||On September 28, 2008, Kurt was a guest on the national program "CBC Sunday Morning" and was interviewed by Carol and Evan to discuss the current state of the stock market and how investors should react.|
|June 17||"Personal Finance Case Studies Course" Holiday Inn, Markham, Ontario|
|June 12||"Personal Investing Course" The Hilton, Toronto, Ontario|
|June 10||"Developing a Financial Planning Practice Course" Holiday Inn, Markham, Ontario|
|June 4||"Baby Boomers: Can you Afford to Retire?" Toronto Reference Library|
|June 3||"Developing a Financial Planning Practice Course" Institute of Chartered Accountants of Ontario Head Office|
|May 22||"Creating a Financial Plan Course" Toronto, Ontario|
|May 20||"Creating a Financial Plan Course" The Sheraton, London, Ontario|
|May 14||"Personal Finance Case Studies Course" Institute of Chartered Accountants of Ontario Head Office|
|May 9||"Creating a Financial Plan Course" Institute of Chartered Accountants of Ontario Head Office|
|May 7||"Personal Investing Course" Holiday Inn, Markham, Ontario|
|April 20||Noon: "Estate Planning & The United Church" Eglinton St. Georges United Church|
|November 10||Etobicoke, For the United Church of Canada, Kurt is the featured speaker for three hours teaching United Church supporters about estate planning and planned giving.|
|November 9||Toronto, For the Certified General Accountant Association at their National Conference, Kurt is a teaching a course on "Successful Personal Investing Strategies and Selecting Good Advisors".|
|November 5||Markham, For the Institute of Chartered Accountants of Ontario, Kurt is teaching a course on "Developing a Financial Planning Practice" for CA's in Ontario.|
|October 25||Toronto, For the Institute of Chartered Accountants of Ontario, Kurt is teaching a course on "Personal Investing" for CA's in Toronto.|
|October 23||Toronto, For the Institute of Chartered Accountants of Ontario, Kurt is teaching a course on "Creating a Financial Plan" for CA's in Toronto.|
|June||To all accountants, Kurt is teaching "Investing 101" as a half day course and "How to Create A Financial Plan" as a full day course twice each for the Ontario Institute of Chartered Accountants. These courses are also being taught by Kurt across Ontario in Fall 2007. Contact us at the office for more information.|
|May||Kurt is the Key Note Speaker for a Planned Giving presentation of the Toronto Symphony Orchestra. The TSO has invited 1,500 of their patrons but the event is also open to the public. Contact our office for details or to receive a copy of the presentation notes.|
|February||Attend the second of Kurt's extremely popular "Real Estate and Tax Planning" presentations at the CNIB office in Toronto. A two hour presentation on key tax planning strategies related to personal residences, cottages, rental properties and much more. Kurt will speak about real estate from the aspects of investing, taxes, estate planning, insurance, cashflow and more. The first seminar in west Toronto in November 2006 drew 177 attendees. Open to the public. Contact the information if you would like to have Kurt put on this presentation for your social group, employee group or others.|
|January||Attend Kurt's eighth annual four day series of presentations at the Toronto Financial Forum, Canada's largest financial show open to the public. Over four days, Kurt and partners offer sixteen presentations teaching about tax planning, estate planning, investing, retirement planning and more. Stay for each show and try to win one of Kurt's best selling books which are given away at the end. Contact the office for a copy of the handouts for the various shows.|
For more information on Kurt Rosentreter and his financial planning services as your Family CFO, or to arrange a meeting or telephone meeting, contact Kurt directly.