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8 Steps to a Secure Financial Future
Union Securities Ltd


Time:
Seminar: 8 Steps to a Secure Financial Future

Jordan Youl, Union Securities. Ltd

Cost: Free

Date: Oct 14th and Oct 21st, Oct 28th, Nov 4th, Nov 11th, Nov 18th, Nov 25th, Dec 2nd, Dec 9th

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

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

Agenda:

1. How Investments Are Taxed
2. Tax Free Savings Account (TFSA)
3. Introduction to Income Splitting
4. RRSP Loan Strategies
5. Leverage
6. How to Make The Interest on Your Mortgage Tax Deductible.
7. Acheive 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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