Kurt was the key note speaker for an afternoon presentation on tax planning for retired teachers.
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.
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..
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.
Kurt presented a 90 minute seminar on wealth management for lawyers and staff at a large Toronto law firm.
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 …