Wed., Feb. 10 | Webinar

Financial Planning and Tax Updates with Cristian & Mike

Cristian and Mike will present some financial planning tools and tax updates for 2021
Registration is Closed
Financial Planning and Tax Updates with Cristian & Mike

Time & Location

Feb. 10, 12:00 p.m. – 1:00 p.m. EST

About the event

About this Event


Written and published as a general source of information only. Not intended as a solicitation to buy or sell specific investments, or to provide tax, legal or investment advice. Seek advice on your specific circumstances by scheduling an appointment with Mike and Cristian for a holistic review.

What to expect from this seminar:

This is a nuts and bolts seminar production. In other words we are going to dive into how things work in the financial industry with a focus on taxation around the following topics:

Types of common financial tools

RRSP & TFSA and which one should you choose

Bank on Yourself for whole life


Types of tax slips you should expect to receive and by when;

Common tax deductions and tax benefits;

Tax Filing Checklist – What to prepare before going to your accountant;

Taxes for the Incorporated Professional – High Level View (Future Seminar)

Q&A Session

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