Bridging the Border to Your Financial Future
Workshops
Experienced professionals from Keats, Connelly and Associates, LLC 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
| 2/9/2010 | Cross-Border Living Workshop Naples, FL Phone: 800-678-5007 Contact via Email |
| 2/11/2010 | Cross-Border Living Workshop Manalapan (Palm Beach), FL Phone: 800-678-5007 Contact via Email |
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The Border Guide
10th Edition
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.