Comprehensive Tax Planning in 2017
Kurt gave a presentation on September 27, 2017 to sixty retired individuals and couples on tax planning. Comprehensive Tax Retirement Planning Presentation
Teaching
Chartered Professional Accountant Presentation May 2015
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 Chartered Professional Accountants.
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.
Course: How to Build a Financial Plan 2012
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.
Course: Chartered Accountant Institute of BC July 2011
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. Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management …
Course: Chartered Accountant Institute of BC July 2011 Read More »
Course: How to Build a Financial Plan 2010
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”, …
CA Course: How to Build a Financial Plan September – November 2010
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 …
CA Course: How to Build a Financial Plan September – November 2010 Read More »
CA Course: How to Build a Financial Plan May – June 2010
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 …
CA Course: How to Build a Financial Plan May – June 2010 Read More »
Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009
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 …
Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009 Read More »
