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8 Steps to a Secure Financial Future
Union Securities Ltd


Time:
Cost: Free

Date(s): Thursday, October 2nd

Time: Registration: 6:30pm
Presentation: 7:00-8:00pm

Location: Union Securities Ltd.
320-3275 Lakeshore Road
Kelowna, BC V1W 3S9

8 STEPS TO A SECURE FINANCIAL FUTURE - Jordan Youl

1. How Investments Are Taxed
2. Tax Free Savings Account (TFSA)
3. Introduction to Income Splitting
4. RRSP Loan Strategies
5. Leverage
6. Make The Interest on Your Mortgage Tax Deductible
7. How to Achieve The Same Tax Refund Without Contributing to an RRSP
8. RRSP/RRIF Meltdown Strategy

Space is Limited! Please RSVP Cherie @ 250-979-1750

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