Income Tax Reduction and Estate Tax Elimination
Join us for an exclusive presentation
NCC supporters are invited to attend an exclusive presentation by financial expert Michael Caldwell on how to save taxes in estate planning.
Tuesday, March 20, 2018
2:30 p.m. - Registration
3 p.m. - 4 p.m. - Presentation
Light refreshments will be served
Ottawa Hunt and Golf Club
1 Hunt Club Rd, Ottawa, ON K1V 1B9
Seats are limited, so please confirm your attendance with Chantelle at 1-800-465-0029 ext. 2316 or by email at firstname.lastname@example.org
You will learn how:
- To minimize or even Eliminate taxes on your estate!
- To avoid Double Taxation on your “Red” retirement accounts.
- To bypass paying upfront Capital Gains Taxes when selling your investments.
- To convert assets into an Income You Can’t Outlive and leave a Lasting Legacy.
- Our government Wants You to save taxes and Leave More to your estate!
Michael Caldwell has been assisting seniors and retirees achieve their retirement goals, reduce their income taxes, avoid estate taxes, manage their portfolios, and most importantly, protect their estate values for their loved ones and those causes that are deeply meaningful to them. He has previously served on several boards including The Rideau Heartlands Business Development Centre, Canada DanceSport, Jayna Hefford’s Links for Life and currently The Grand Theatre Foundation. He also volunteered as an assistant coach to the local high school basketball team. He enjoys travel and spending time with his wife, Judy, their three married children and his five grandchildren.
What previous attendees have said about our presentation:
Very well done! Opened my mind up to other estate planning strategies. ~ S. Henderson
Engaging, interesting, entertaining, worthwhile. ~ B. Winnett
A man who speaks of “purpose” gets my full approval, attention and appreciation. ~ A. Poulos
Not too short or too long! Whets the appetite to do the right thing – today! ~ M. Newel