Wealth Management Seminar: Toronto Law Firm 2009
Kurt presented a 90 minute seminar on wealth management for lawyers and staff at a large Toronto law firm.
In the News
Financial Forum: Educational Seminars 2009
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 main stage on Saturday afternoon, speaking on the topic of “Financial Planning in the 2009 Recession” to more than 300 people. …
Kurt’s Public Speaking Events: 2008
April 20th: Noon: “Estate Planning & The United Church” Eglinton St. Georges United Church May 7th: “Personal Investing Course” Holiday Inn, Markham, Ontario May 9th: “Creating a Financial Plan Course” Institute of Chartered Accountants of Ontario Head Office May 14th: “Personal Finance Case Studies Course” Institute of Chartered Accountants of Ontario Head Office May 20th: …
Kurt’s Public Speaking Events: 2007
January 2007: 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 …
