Creating Wealth through Tax & Estate & Harmony of Investing | CPDFormula by learnformula
Creating Wealth through Tax & Estate & Harmony of Investing
How to use tax planning to maximize the value of your or your client's estate and an in-depth review of investment options and how they all fit
schedule1.5h
4.5(140)
Anna Knight, CFP
•
Speaker ■ Coach ■ Writer ■ Business Owner ■ Financial Planner ■ Creator of Prosperity Retreats
21 Courses
• 3030 Reviews
Anna Knight is the Founder, Severance and Pension Specialist and Certified Financial Planner at Simplicity Financial (www.simplicityfinancial.ca).
She started Simplicity Financial with over 20 ...
About this course
Financial planning tax strategies can be a very powerful tool to maximize your income today, into retirement, and how much of your hard-earned dollars get passed on to the next generation. In this course, you will learn not only tax planning strategies for today, but also the basics of estate planning and how to use tax planning to maximize the value of your or your client's estate.
What does it take to invest vs gamble? How do all these products out there fit together? Where do I even start? Or am I going about building wealth correctly? And a depth review of investment options and how they all fit into a harmonious wealth-building tool.