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.
Ideal for the busy professional on the go. The blueprint to quickly build tax-efficient wealth to achieve financial freedom in four actionable steps
[$27 Value]
Keep for yourself or share with those you love. The blueprint to quickly build tax-efficient wealth to achieve financial freedom in four actionable steps
[$17 Value]
This fully revised and updated version of this New York Times Bestseller will transform your relationship with money just as it transformed mine.
[$24 Value]
[$250 Value]
No matter your current situation, get deep insights on this 30-minutes call with Ken on how to optimize your current situation and apply true and tested strateties to minimize taxes and get on a path to tax-efficient wealth.
WHEN | Saturday, June 10, 2023
WHERE | Doubletree by Hilton Toronto Airport West Hotel, 5444 Dixie Road, Mississauga, Ontario L4W 2L2
TIME | 10:00 AM to 2:00 PM
COST | $117 TODAY; $127 after Midnight on June 8th
9:30 AM - 10:00 AM | Arrival, snacks and coffee, networking
10:00 AM - 10:15 AM | Welcome/Opening Remarks by Ken Green
10:15 AM - 10:45 AM | Our Wealth Journey with Real Estate by Sola Abidogun
10:45 AM - 11:00 AM | Coffee Break/Networking
11:00 AM - 11:30 AM | Creative Ways to Generate More Income by Reni The Resource
11:30 AM - 12:00 PM | Case Studies by Ken Green
12:00 AM - 1:00 PM | Lunch/Networking [FREE lunch provided with your registration]
1: 00 PM - 1:30 PM | Building A Tax-Efficient Investment Portfolio by Orlando Lopez
1:30 PM - 1:45 PM | The Tax-Efficient Wealth Membership Network by Ken Green
1:45 PM - 2:00 PM | Networking & Event Wrap
[Note: Schedule may be subject to change]
Reni is a content creator, marketing consultant and finance enthusiast based in Toronto, Canada. She regularly shares resources on career development, lifestyle and financial literacy on her Instagram and YouTube channels. After buying her first house at the age of 23, Reni decided to share her knowledge with others with the goal of helping others become more financially literate. Reni’s strength is in communicating complex topics in simple terms that is easily understood by all.
Sola is an accomplished, dynamic, energetic and result-driven professional with over 20 years of experience in data analytics and consulting, serving and delivering on high profile projects across various industries including banking, insurance, energy, health and government sectors across the globe with a track record for continuous career growth and progression. Sola, together with his wife, Abi are passionate students of financial education. As dedicated professionals in their respective fields, they’ve mastered how to use their highly taxed T4 income to build wealth on their path to financial freedom. With millions of dollars in their real estate investments, registered investments and their businesses, they are well on their path to building tax-efficient wealth.
Orlando graduated with a Bachelor of Commerce from York University in 2008, and subsequently embarked on a career in finance at one of the “Big Five” Canadian banks. Over the past 10 years, Orlando has advanced his expertise in financial planning and investment management with certifications, including the Certified Financial Planner (CFP), Certified Investment Manager (CIM) and Certified International Wealth Manager (CIWM) designations. Orlando is currently with RBC Dominion Securities, where he primarily focuses on customizing each client’s financial plan to align with their needs. Orlando has been featured on the Business News Network (BNN) and interviewed on the radio, as well as quoted in print media. He is married to his lovely wife, Antonella and they are blessed with two kids – Amelia and Nolan. Orlando has a passion for helping individuals build their wealth with tools that will add value to your financial journey.
Ken is delighted to be your host for this event.
He's the author of the book, Tax-Efficient Wealth and the creator of TaxEfficientWealth.ca, a platform designed to educate and coach individuals on how to achieve a breakthrough in their personal and business finance. Ken is on a mission to get every Canadian to take meaningful action to achieve financial freedom. He is a leading authority on taxes and personal finance and a regular contributor on Medium, where he shares his knowledge through a number of published articles. Ken works with professionals and business owners to manage their taxes. And he has helped hundreds of clients to create a path to financial freedom through his tax and business advisory services.
This event will provide you with the opportunities to connect with others, others on the same path as you. So, take advantage of the networking opportunities to connect. In addition, we have selected speakers that will stretch your thinking with tips, strategies, and case studies so you can leave this event armed with actionable steps to implement what you've learned!
Sign up below and don't forget to check out our membership opportunity at www.taxefficientwealth.ca