APEGGA Medicine Hat
Professional Development Opportunity
Date: Tuesday,
March 27, 2007
Time: 5:30
pm Registration, 5:45
pm Dinner, 6:30
pm Presentation, 8:30
pm Feedback/draw
prizes
Location: Medicine
Hat Lodge, Saamis
Rooms B & C, TransCanada
Highway at Dunmore Road
Cost: $40.00/person
Guest Speaker: Girish
Agrawal, BSc., CFP, CA, Executive
Financial Consultant, Investors Group
This session is not recommended for those who enjoy
paying taxes! All
others should attend.
Whether you are employed, a contractor, or own an oil & gas business,
you will learn several strategies on how to increase your wealth and achieve
the lifestyle you have always dreamt of. A few of the strategies that will
be discussed are how to:
-
double the return on your real estate;
-
make your personal medical expenses tax deductible;
-
set up a private pension plan;
-
implement succession planning strategies;
-
optimize your stock options;
-
triple your retirement nest egg;
-
make your mortgage interest tax deductible;
-
receive up to 56% in government contributions for your
children’s education;
-
execute estate freezes and estate bonds;
-
set up family trusts and/or charitable foundations;
-
save taxes through insurance; and
-
implement many more strategies.
The session will be delivered by Girish Agrawal, a
well-known speaker from Investors Group (IG). Girish delivers numerous presentations across Canada
covering several personal and business planning strategies. He is a leading
authority whose expertise is well supported by several qualifications and over
15 years experience with IG, KPMG, and Ernst & Young. At IG, Girish
enjoys helping oil and gas professionals by providing customized business, investment,
tax, and estate planning strategies.
Organization of this session should not be construed
as an endorsement of Investor’s Group or Mr. Agrawal by APEGGA or ASET
To RSVP, please call Sheldon Dattenberger at (403)
526-3434 or s.dattenberger@schefferandrew.com
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