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Cross Border Financial and Tax Planning- Part II

  • 18 May 2019
  • 9:00 AM - 12:00 PM
  • PCL - 2nd Floor, 2000 S Colorado Blvd, Denver CO 80222
  • 1

Registration

  • Available based on Director Approval

Registration is closed


Cross-Border Financial and Tax Planning - Part II


What to do when your financial life is on both sides of the Wall?

An introductory seminar by The Colony Group for those with financial lives in both Canada and the US.  

Help you make better decisions to save taxes, reduce risks and build wealth.

  • This second session in a 2-part series will cover a variety of topics including estate planning, investments and retirement accounts and pensions and many other issues.
  • NOTE: If you missed Part I, you can still attend Part II. This seminar will be less tax return oriented and more focused on the planning and practical aspects of assets and income in Canada, and estate planning.

Saturday, May 18, 2019

9:00 - 9:30am - Registration (including continental breakfast)

9:30-12:00am - Seminar

PCL-2nd Floor

2000 South Colorado Blvd

Denver, CO  80222


NOTE-  THIS SEMINAR IS NOW FULL - WAITLIST REGISTRATIONS ONLY

If you're not a member - join now to be able to register early and save money

 Canada Colorado members- $10.00- Registration open now

Non-members $30.00 -Registration now open

Registration limited to first 40 registrants

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