Quarterly Web Conference

 

Circle Tuesday March 23rd at 12:30 pm in your calendar!

The Baxter Team is pleased to host a series of Web Conferences this spring. Our Web Conferences are intended to provide you with insight into various aspects of Wealth Management. 

Topics discussed will include Estate Planning, Intelligent Investing, Retirement and Tax Planning.

Our Web Conference will be hosted by Leigh Ann McGenerty EPC.

Special Guest: Gary Booth, Chartered Accountant with Gary Booth Charted Accountants


Topic: Retroactive Tax Planning


Agenda:

  • What is Retroactive Tax Planning?
  • Case Study: Rick and Susan – An overview of a Tax Planning Time Bomb.
  • A review of taxes owed by your Estate: Is Probate Tax the biggest issue?
Plus …
  • Short Term Tax Planning 101 – Yes there is a quiz and there are prizes!


What You Will Discover:

By registering you will discover TEN Tax Planning strategies that may enable you to:

 

  • Invest more tax efficiently

  • Pay less income tax annually

  • Allow you preserve more of your estate for those you love
     

To RSVP; please contact Laurie Krol by email lkrol@ipcc.org or by calling (416) 640 7526, ext 232.

Our web conferences are not intended to replace your current annual reviews. 

Listen to past conference calls

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Web Conference Sign-up

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.