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March 18 2008 – Tax Topics (Maximize your deductions)

If you have ever wondered if there were better ways of investing other than an RRSP or are looking for additional ways to create tax deductions, this session is not to be missed.

• The state of the economy and market outlook – opportunities and risks. Understand sub–prime mortgages and how they may affect you.
• Beyond the RRSP – an examination of investment and cash management strategies that are eligible for tax–deductions. Find out how to make the decision to invest in an RRSP‚ borrow to invest or pay down your mortgage/debt.
• Learn how thousands of Canadians are making their mortgage & debt tax–deductible. Understand how to create immediate tax deductions and how to avoid common misconceptions and risks.Current CRA tax rulings will be discussed.

April 15 2008 – Socially Responsible Investing

Have you heard all the hype about responsible investing‚ green investing and ethical investing? Discover the fastest growing investment segment in Canada and why you should not overlook this opportunity.

• Learn how the investment process is paired with social values to create portfolios which reward companies that look beyond financial profit.
• Understand how investing for your future can be an investment in a future for all. Examine how Shareholder Advocacy has driven companies to make large commitments to social values and environmental stewardship.
• Review all current investment options available in Canada.

May 20 2008 – Retirement Income

Not all income is created equal. If you are nearing retirement or are already retired you will want to attend this session. Due to time constraints‚ we have prepared information packages for all attendees.

• Learn how to reduce the taxes you pay on retirement income by up to 85%.
• Examine new guaranteed income products available on the market.
• Understand the retirement risk zone and find out how to ensure you won’t outlive your retirement savings.
• Review current changes to the Alberta Pensions Act and the Income Tax Act allowing for pension unlocking‚ RRIF deferral‚ spousal income splitting and more.

June 17 2008 – Financial Planning

Educate yourself on how to build the best financial plan possible. Plans are important to determine if you are meeting your objectives through cash management‚ investing and security needs. We will be addressing why your current plan will likely never succeed and how to fix it using the best planning models available today.

• Investigate leading edge financial planning methodologies and tools.
• Understand the importance of comprehensive planning‚ which demonstrates the importance of cash flow management.
• Learn how the principles of mainstream financial planning are flawed and overcome the hurdle keeping most Canadians from achieving financial freedom by understanding the equation {GI – TX – DS – LE = INV}.