Advanced professional financial planning seminar seat reservation announcement:
In order to better serve entrepreneurs, self-employed owner managers of businesses, various experienced professionals, and high and medium level income individual clients by supplying advanced professional finance and tax planning---company/corporate & personal financial management we will hold a seminar in May, on a Wednesday evening, from 6:30pm to 8:30pm in our RBC insurance company boardroom. At the southern part of the city, beside Anderson C-TRAIN station.
The main guest speaker will be a Barrister and Solicitor, who has more than 15 years legal tax and estate planning experience, and an RBC insurance advisor who has more than 6 years experience and a qualified CGA who has been familiar with this too. They will be providing a presentation on the following topics and will answer questions related thereto.
The topic will be: 1, EPSP principle and how to set up; 2, Family trust principle and how to set up; 3, UL (Universal Life) investment plans principle and how to set up; 4, Operating Company & Holding Company principle and how to set up; 5, above tools tax planning principle and how to use them to achieve the tax goal;
Clients who should attend anyone who: 1，has a corporation; 2，has a family or family business; self-employed professionals/contractors/owner-managers of businesses； 3，is investing through corporation; 4, has large annual tax liabilities（income/capital gain）; 5, has wide variation in tax brackets/liabilities; 6，wants to bring child into business – possible succession or takeover; 7, is thinking about selling business; 8，is retiring or thinking about retiring; 9, has spouse and children but is not engaged in income splitting;
Seminar fee: FREE
Seminar venue: will inform in the replying email.
Register format：due to busy working schedule, the email register is only allowed and accepted.
The format: full name, the phone number, the family or work address (since this is not a public venue---our financial group internal boardroom inside our company, due to the security reason, we ask the attendant address in case of emergency) ，the profession and the nature of business (i.e. mechanical engineer, Contractor; restaurant owners, etc.).（The existing clients do not need to give the info again.）The seat will be confirmed by the email.
Please register to：suzanne.xu@rbc.com
We strictly protect the private information.
We have made arrangements for an additional seminar as our experience is this seminar fills up quickly. If we are unable to accommodate you in this first seminar we will automatically put your name on the waiting list for the next one and inform you.
Thank you so very much for your earliest attention and registration. Please pass this message to your significant business partners, your reliable friends, and related colleagues.
高端专业金融理财税务法律事务讲 ...
消息
查看
搜索
好友
邮件
复制
引用
回复
2010/04/13 02:22pm 
IP: 已设置保密
顶端
加到"个人收藏夹"