
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 |
