Upcoming
Passed

F-Talks Webinar: How to build a shield from the Taxman?

Date
July 24, 2020
Time
12:00 pm
Cost
FREE
Venue
N/A
Address
N/A
Past Event
Join Event

Is there a way to shield myself from the taxman?

In fact, there are many. One of our clients, a dentist in Vancouver will be giving the taxman around $2M in the next 20 years. By coming up with a financial plan that includes tax exempt insurance solutions & tax deductible investment strategies, we are able to shield over $400,000 in taxes!

We'd like to share some of our top financial strategies on how you can keep your hard earned money from the taxman in our upcoming Lunch and Learn on July 24th. We invited Kevin Lee, a tax expert from Peter Wu & Associates to join us for an interactive one hour session sharing how YOU can make your money work harder for you. Instead of taking risks in chasing returns, you will learn how to reduce risks, lower taxes, and increase your overall financial wealth!

No items found.

Keynote Speakers

Jim Pan

Prometheus Private Advisory Group, Planned Giving Advisor

Philip Tsai

Prometheus Private Advisory Group, Client Experience Manager

Kevin Lee

Peter Wu & Associates, Associate

Video Highlights

Join Event

F-Talks Webinar: How to build a shield from the Taxman?

July 24, 2020
,
12:00 pm

FREE

Cost