How to make your 2014 financial resolutions stick
Kurt was inteviewed for Yahoo finance to provide financial planning tips for 2014 as we close out 2013. Read the full article here.
The Bottom Line: Don’t Wait For The Client to Ask for Help
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.
The Globe and Mail: Don’t let high management fees drain your portfolio
See Kurt’s hard hitting commentary about investment fees in Canada. Read the full article here.
National Certified General Accountant Conference: Investment Planning 2013
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.
Course: How to Build an Investment Portfolio, Stocks, ETF’s and Funds, Annuities and How they Work 2013
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.
Course: Creating a Financial Plan
Kurt taught a full day course called “Creating a Financial Plan” for the Certified General Accountant Association of Ontario.
