2022 Tax-Efficient Wealth Summit

These training videos recorded during the 2022 Tax-Efficient Wealth Summit are all about how to minimize taxes, tax-proof your investments and ensure you’re building tax-efficient wealth. 

There are five reasons why you should watch these presentations:

Reason # 1: The taxes you pay (income tax, HST, payroll taxes, etc.) is your biggest cost, and tax rates are only set to increase in the near future. You need strategies to combat the impact of high taxes now and in the future.

Reason # 2: We live in an inflationary environment so you have to protect your purchasing power and protect the value of your investments and wealth

Reason # 3: With increasing prices, how can the next generation afford to buy anything? How can our kids own assets and how can we transfer our wealth in the most tax-efficient manner? Learn how to structure your affairs to minimize taxable events as you plan to transfer knowledge and assets to the next generation.

Reason # 4: It is becoming more and more challenging to go on this journey of wealth building on your own. Connect with others like you and learn how to leverage other people's money, time, and resources to shrink the time required to achieve financial freedom.

Reason # 5: Luckily, the Government offers us tax-free opportunities through what I call the "THE TAX-FREE FINAL FOUR" - (1) Principal residence; (2) Tax-Free Savings Account; (3) Tax-Exempt Life Insurance; and (4) Lottery Winnings. You need to learn how to take advantage of these (Well...I don't recommend lottery :)) and never have to pay taxes again.

Topics covered include the following:

• Why Taxes and Why It Matters by Ken Green
• Building Wealth with Real Estate by Mike Desormeaux
• Lessons from my Real Estate Journey by Ken Green
• The Process of Becoming Your Own Banker by Vernon McCarty
• Building A Solid Investment Portfolio by Keisha Bailey
• The Success Path to Tax-Efficient Wealth by Ken Green