Seminars

Fill in the form to attend one of our Upcoming Seminars!

Individual Pension Plan (IPP) – Discover CRA’s Best Kept Secret! Join us to learn what’s involved in setting up an IPP, the advantages and disadvantages, and find out if an IPP is best for you!
Event Dates:  November 8, 2011

Close to Retirement? Know your Pension Options: Pay Attention to your Pension - Ian and Shelley will inspire you to take control of your retirement years by helping you to put a plan in place; to turn your dreams into realities.
Event Dates:  October 4 & 25, 2011

Retirement Seminar - Pay attention to your Future:  Putting it all together for a worry-free retirement.
Event Dates:  November 23, 2011 

Estate Planning:  Transfer your Dreams - Will your family be well taken care of? Will your estate be drastically slashed by tax that could have been avoided? Join us for an informative evening to see if you’re on the right track, to ensure that your Estate situation is meeting your goals and wishes. 
Event Dates: October 19, 2011

Time: 7:00 pm to 9:00 pm
Location: 519 Dundas Street East, Whitby, ON

Sign up today & tell us which seminar you wish to attend!

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