April 20th: Noon: “Estate Planning & The United Church” Eglinton St. Georges United Church
May 7th: “Personal Investing Course” Holiday Inn, Markham, Ontario
May 9th: “Creating a Financial Plan Course” Institute of Chartered Accountants of Ontario Head Office
May 14th: “Personal Finance Case Studies Course” Institute of Chartered Accountants of Ontario Head Office
May 20th: “Creating a Financial Plan Course” The Sheraton, London, Ontario
May 22nd: “Creating a Financial Plan Course” Toronto, Ontario
June 3rd: “Developing a Financial Planning Practice Course” Institute of Chartered Accountants of Ontario Head Office
June 4th: “Baby Boomers: Can you Afford to Retire?” Toronto Reference Library
June 10th: “Developing a Financial Planning Practice Course” Holiday Inn, Markham, Ontario
June 12th: “Personal Investing Course” The Hilton, Toronto, Ontario
June 17th: “Personal Finance Case Studies Course” Holiday Inn, Markham, Ontario
September 28th: On September 28, 2008, Kurt was a guest on the national program “CBC Sunday Morning” and was interviewed by Carol and Evan to discuss the current state of the stock market and how investors should react.
November 2008: Kurt is teaching a 90-minute course on retirement planning for employees of the Province of Ontario Government on November 26, 2008.
December 2008: Kurt is the instructor of four courses on wealth management topics (investing, retirement, insurance, estate, children’s savings, tax planning and real estate) for the continuing education program of the Ontario Institute of Chartered Accountants. Twelve half and full day courses are being offered from October to December 2008 in Toronto, Mississauga, Ottawa, Markham, Barrie and London.
December 2008: Kurt is teaching two courses on financial planning and investing for the Manitoba Instititute of Chartered Accountants on December 11 and 12th, 2008 in Winnipeg.
Changes to Capital Gains Taxation
Are You Ready for the Higher Capital Gains Tax Rate Starting June 25, 2024? Normally after April 30, personal income tax season is done –