Workshops

Bridging the Border to Your Financial Future

Workshops

Experienced professionals from Keats, Connelly & Associates, Inc. conduct workshops in cross-border currency exchange, U.S. immigration after 9/11/01, and estate planning. We will provide you with strategies and information in an attempt to get the best of the Canadian and U.S. tax systems; take advantage of currency exchange rates; receive your Canadian RRSPs tax-free or nearly tax-free in the U.S.; find investments exempt from U.S. income taxes and withholding; and maximize Medicare benefits, just to name a few. General question and answer sessions will also be held to address your specific concerns.

Upcoming Workshops & Events

2/3/2009 Cross-Border Living Workshop
Rancho Mirage (Palm Springs), California
Phone: (602) 955-5007
Contact via Email
2/10/2009 Cross-Border Living Workshop
Phoenix, Arizona
Phone: (602) 955-5007
Contact via Email
2/17/2009 Cross-Border Living Workshop
Naples, Florida
Phone: (602) 955-5007
Contact via Email
2/19/2009 Cross-Border Living Workshop
Manalapan (Palm Beach), Florida
Phone: (602) 955-5007
Contact via Email
The Border Guide
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The Border Guide

9th Edition to Hit Bookstores - July 2008

Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

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