Register For The 2023 Tax-Efficient Wealth Summit On June 10th, 2023!

HURRY! REGULAR PRICE OF $117 expires in...

5 REASONS WHY YOU SHOULD ATTEND THIS SUMMIT:

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.


Here's Everything You Get When You Register Today (Before the EARLY BIRD Discount Expires):

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Tax-Efficient Wealth eBook and Audio Book - For all Registered participants

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]

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Tax-Efficient Wealth Book (Hard copy) - If you already have a copy, consider giving this to someone else as a gift!

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]

Your Money or Your Life by Vicki Robin (Hard copy) - only for the first 10 people

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]

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Complimentary 30-min Financial Coaching & Tax Planning Strategy Call with Ken Green - only for the first 10 people

[$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.


Event Details

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


Event Schedule

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]


Host/Speakers

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Reni The Resource

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.

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Sola Abidogun

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.

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Orlando Lopez

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.

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Ken Green (Host)

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.

Let's Learn Together & Build Tax-Efficient Wealth Together! BUT REGISTER NOW...WE ONLY HAVE 50 SPOTS AVAILABLE

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!

Frequently Asked Questions:

Is this event live in-person?

Yes, it is! After the COVID-19 disruptions and restrictions, we are happy to be back in our 2nd year in a row with this in-person live event. While we are so excited to see you if you feel unwell, we ask that you stay home.

Is there a virtual option to attend this event?

We're working hard and evaluating the costs and logistics to add a virtual option for those that are out of town and unable to attend in person. In the coming weeks, we will provide more information on this.

What if I’m unable to attend after I register? Can I get a refund?

We understand that life happens. So, if you're unable to attend after registration and you notify us on or before May 31, 2023, we will refund you less a 5% fee. After this date, we will provide you with a recording of the sessions at no additional cost.

Will the event be recorded and will you provide access to the recordings?

Yes, we plan to record the main presentation sessions. These recordings will be shared for a limited time with all event attendees.

Can I share this with my friends and family?

Absolutely! The more the merrier! Feel free to share this with all your contacts as you will be arming them with vital financial knowledge they need to accelerate their wealth. You can share this link directly with them: https://kengreen.samcart.com/products/2023taxsummit

Got something else on your mind?

Great! Don’t worry...we will answer any questions you have. Simple send your questions directly to ken@kengreen.ca and Ken will respond to you as soon as possible.

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Sign up below and don't forget to check out our membership opportunity at www.taxefficientwealth.ca

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