Workshops

2018 Cross-Border Living Workshops

Let us guide you through the complexities of crossing the border to live your dream of a cross-border lifestyle!
2018 KeatsConnelly Workshops
Five New KeatsConnelly Workshops in 2018!

Learn why the U.S. is a Canadian’s best tax haven. Workshops include immigration options, lowering taxes, tax treaty advantages retirement enhancement and much more!

For More Information, call us at (800) 678-5007

Workshop Details:

January 25, 2018: Arizona Country Club, Phoenix, Arizona
5668 E. Orange Blossom Lane, Phoenix, Arizona  85018
7.00 AM – 8.00 AM – Registration
7.30 AM – 8.00 AM – Continental Breakfast
8.00 AM – 11.00 AM – Workshop
11.30 AM – 1.00 PM – Scheduled Consultation Meetings, Please Book These In Advance by Emailing LisaB@keatsconnelly.com – Party Sandwiches Served

January 30, 2018: Mission Hills Country Club, Rancho Mirage, California
34-600 Mission Hills Drive, Rancho Mirage, California  92270
7.00 AM – 8.00 AM – Registration
7.30 AM – 8.00 AM – Continental Breakfast
8.00 AM – 11.00 AM – Workshop
11.30 AM – 1.00 PM – Scheduled Consultation Meetings, Please Book These In Advance by Emailing LisaB@keatsconnelly.com – Snacks Served

February 6, 2018: The Ritz Carlton, Naples, Florida
7.00 AM – 8.00 AM – Registration
7.30 AM – 8.00 AM – Continental Breakfast
8.00 AM – 11.00 AM – Workshop
11.30 AM – 1.00 PM – Scheduled Consultation Meetings, Please Book These In Advance by Emailing LisaB@keatsconnelly.com

February 8, 2018: The Seagate Country Club, Delray Beach, Florida
3600 Hamlet Drive, Delray Beach, Florida 33445
8.00 AM – 9.00 AM – Registration
9.00 AM – 12.00 PM – Workshop
12:00 PM – Lunch
12.00 PM – 2.00 PM – Scheduled Meetings, Please Book These In Advance by Emailing LisaB@keatsconnelly.com

March 13, 2018: Tower Club, Fort Lauderdale, Florida
100 Se Third Avenue. 28th Floor, One Financial Plaza, Regions Bank Building, Fort Lauderdale, Florida 33394
2.00 PM – 3.00 PM – Registration
3.00 PM – 6.00 PM – Workshop – Cocktails and Appetizers to Follow
For more information, please email LisaB@keatsconnelly.com

Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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Upcoming Workshops
2018 - Phoenix, AZ
2018 - Rancho Mirage, CA
2018 - Naples, FL
2018 - Delray Beach, FL
2018 - Ft. Lauderdale, FL

WORKSHOP/SEMINAR DETAILS »