Tuesday, September 25, 2018 in Kingston
Delta Hotels Kingston, 1 Johnson Street
Tuesday, October 2, 2018 in Toronto
University Club of Toronto, 380 University Avenue
Come out to a complimentary event featuring financial experts Michael Caldwell in Kingston on September 25th and Tina Tehranchian in Toronto on October 2nd, sharing tips on how to save money while estate planning.
Michael has over 40 years' experience in the financial industry helping individuals dramatically reduce their income taxes, avoid estate taxes, manage their portfolios and protect their estate values for their loved ones and those causes that are deeply meaningful to them.
Tina believes in giving back and improving the lives of her fellow Canadians.Since 1991, she has been advising individuals, families and business owners on how to implement advanced planning strategies to reduce income and estate taxes while at the same time increase their overall income, helping them to save over $20 million in taxes over the years.
You will learn how:
- To minimize or even Elimate Taxes on your estate!
- To avoid Double Taxation on your "Red" retirement accounts.
- To bypass paying upfront Capital Gains Taxes when selling your investments.
- To convert assets into an Income You Can't Outlive and Leave a Lasting Legacy.
- How our government wants you to save taxes and leave more to your estate!
Delta Hotels Kingston
1 Johnson Street
Kingston, ON K7L 5H7
Click to see map
Tuesday, September 25, 2018
Registration: 1:30 p.m.
Presentation: 2:00 p.m.
University Club of Toronto
380 University Ave.
Toronto, ON M5G 1R6
Click to see map
Tuesday, October 2, 2018
Registration: 5:30 p.m.
Presentation: 6:00 p.m.
The events are complimentary, but seating is limited. RSVP to Taylor Lukas
by phone at (416) 426-3463 x7303
or by email at email@example.com
For the past 25 years, Michael Caldwell has been assisting seniors and retirees achieve their retirement goals. With over 40 years’ experience in the financial industry, Michael has helped individuals dramatically reduce their income taxes, avoid estate taxes, manage their portfolios, and most importantly, protect their estate values for their loved ones and those causes that are deeply meaningful to them.
Michael’s approach prioritizes health, happiness, and lifelong learning. His goal is to ensure retirees have options that will allow them to live a lifestyle they have worked hard to achieve, and can include incorporating charitable giving in their financial plan.
Tina Tehranchian believes in giving back and improving the lives of her fellow Canadians. Since 1991, she has been advising individuals, families and business owners on how to implement advanced planning strategies to reduce income and estate taxes while at the same time increase their overall income. Her counsel and assistance has helped them to save over $20 million in taxes over the years.
Her highly acclaimed industry comments and advice have been printed in such publications as The Wall Street Journal, The Globe and Mail, The Toronto Star, The National Post, Metro News and Yahoo Finance. Tina is also a frequent contributor to the Canadian Business Journal and has been featured on national radio and television shows such as CBC, CTV and BNN.
Tina is always actively involved within her community and has served as a governor of Seneca College, director of the Markham Board of Trade, the Jewish Vocational Services of Greater Toronto, Mackenzie Health Foundation, and is both a co-founder and chair of the board of art.maison projects.