Ken Crosson is pleased to invite you to attend a
Standard Life Taxation and Investments Workshop
featuring SLI Taxation Specialist, Lea Koiv
- Learn about the special taxation structure of Investment Portfolios.
- How to structure your Segregated Fund policies.
- Tax and Estate Planning tools for Mutual and Segregated Funds
- Important Changes to Ontario Probate laws and what you can do to protect your clients.
- 2012 Federal Budget implications.
- Asset Allocation Strategy for 2012
- Our Portfolio Management approach to running your money
Locations and times:
Please RSVP by clicking on one of the cities above, email Christine.firstname.lastname@example.org or call
416-224-3535 ext 3248 with the location you will be attending.