A successful life integrates the mental, physical, financial, spiritual and relational. Each of these five elements needs nurturing. To help, Five Ways Financial invites you to a special free event especially for entrepreneurs. To reserve your spot, please click on the Register button above.

Agenda

Descriptions and Profiles

Here are more details about the topics and the presenters.

The Power of Personal Development

"Whatever is going on in your mind is what you are attracting"
--- The Secret (2006)

Our thoughts, actions and reactions can all combine to create a masterpiece once we harness the light that shines within us. Learn how break free from the conventional hamster-wheel and apply iPower in a positive way.

Mohammed Jaffer | President | Five Ways Financial

Personal concern.
Professional integrity.
Vast knowledge.

Your host, Mohammed helps you by combining all three with 35+ years of experience. Before arriving in Canada, he paved his path to success in the insurance industry as one of the first prominent insurance brokers with American Life Insurance in Kenya, East Africa. Mohammed remains active in local community events and at conventions held by leading insurance companies. This seminar is another example of helping others.

Mohammed conducts motivational seminars and workshop. He qualified for the Million Dollar Round Table (MDRT). He is a Director with the International Relief Foundation and a valued member of the Association of Progressive Muslims. For more about Mohammed, visit five-ways.com or LinkedIn.

Overlooked Techniques For Charitable Giving

In Ontario, 86% of us donate about $4.5 billion a year, according to the latest from Statistics Canada. We give for three main reasons: we feel compassion towards people in need, we want to help causes in which we personally believe, and we want to make a contribution to the community. But do we give in the best ways? Learn about overlooked techniques that use the tax system as a donor too.

Patti Vigna | Field Marketing Specialist | Desjardins Financial Security

As a member of the Elite Case team with Desjardins Financial Security, Patti provides solutions and support education in areas of unique financial and tax efficient recommendations. Her passion lies in using tax efficient solutions for Estate and Retirement Planning, Critical Illness, and Long Term Care needs.

Patti has 42 years of experience in the Financial Services Industry. Before entering the insurance industry in 1988, Patti was an auditor with the Canada Revenue Agency. For the past 11 years, she has actively volunteered her services to a faith-based charity in Hamilton that provides temporary housing to new immigrants arriving in Canada. For more about Patti, visit LinkedIn.

How To Free "Trapped" Retained Earnings

Does your company produce more profit than the business needs to run or grow? These profits can be paid to you, but you get taxed. Or they can be retained in your company, but the investment growth gets taxed at punitive rates. Learn how to get tax-free access to your retained earnings, which you invest personally and use to create large tax deductions.

Promod Sharma | Marketing Actuary | Taxevity

Promod (pronounced "pro-MODE") applies actuarial science to tame the financial risks of living too long, dying too soon and overpaying taxes. After graduating from The University of Western Ontario in 1984 on four scholarships, he apprenticed for 10 years to master the deep technical skills of an actuary. For the next 10 years, Promod designed flexible, accountable insurance products. In 2005, he started collaborating with leading advisors like Five Ways Financial to handcraft strategies for your specific financial risks.

Promod has presented across Canada and even in Switzerland. Today's topic debuted in Alberta. To help you and your business, Promod has written over 300 blog posts and recorded over 60 podcasts. 

We're all in marketing and need help to improve. As a free gift for registering, you'll get the Marketing Reflections eNewsletter with valuable tips. For more details, visit promodsharma.com or LinkedIn.

Who Should Attend?

This event is especially for entrepreneurs who have small businesses and their tax advisors. Some principles also apply to wealthy individuals and families.

What People Are Saying

The handwritten comments show the need for an event like this. By attending, you'll have a chance to give your comments too. 

To reserve your spot, simply click on the Register button at the top of this invitation.

Acknowledgement

Desjardins Financial Security helps more than 5 million Canadians prepare for the unexpected and plan a financially secure retirement. It offers customized combinations of life and health insurance coverage designed to provide protection from the financial repercussions of accidents, illness and death.

Five Ways Financial thanks Desjardins for sponsoring a portion of The Five Ways To A Successful Life.