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Financial Seminars
 

Today and Tomorrow

Financial-Tax-Retirement- Estate Planning Seminars

Ron Rousseaux, M.C.I., T.E.P., C.S.A.

Ron Rousseaux is a well-known and successful Independent Financial, Tax, Retirement and Estate Planner located in Burlington. A background that encompasses Finance, Revenue Canada, Private Industry, Technical Advisor and one of the few Certified Senior Advisors in Canada.

Voted Best Financial Planner: Burlington: ’01, ’02, ’03, ’04, ’05, ’06, and ’07, nominated in ‘08 Oakville: ’06, ’07, and ‘08 Flamborough: ’01, ‘02, ‘03, ‘04, ‘05, ‘06, ‘07, and ‘08.

SEMINAR TOPIC:

PLANNING FOR THE FUTURE DURING TURBULENT TIMES

1. IncomePlus From Manulife Investments

  • Predictable Income Guaranteed for life*
  • Flexibility to allow for changes to suit your lifestyle
  • An excellent alternative to dividend producing investments
  • An excellent option for a RRIF or a LIF
  • Tax-Efficient Income in Non-Registered Accounts
  • Simplify Estate & Probate Planning
  • Exceptional product for Pension Transfers and windfall profits

2. IncomePlus From Manulife Investment

  • Benefits of commuting
  • Tax implications
  • Estate benefits
  • Income benefits

3. How is our 10 & 10 Rule for investments holding up during these volatile times

 

SEMINAR DATE

Thursday, Sept 25th, 2008

Afternoon Session 1:30 - 3:30
Evening Session 7:00 - 9:00

And for you commuters

Saturday, Sept 27th, 2008
Morning Session 10:00 - 12:00

LOCATION
Burlington Art Centre
1333 Lakeshore Road, Burlington
Rotary Room – September 25th
Shoreline Room – September 27th

To reserve your seat, call Paula at 905-336-9941
E-mail: paular@todaytomorrow.com
Website: www.todaytomorrow.com

Handouts will be provided and refreshments served.

Celebrating our 16th Anniversary
Fully Independent ~ Backed by Strength

*The Lifetime Withdrawal Amount is available after December 31st of the year the annuitant turns age 65. The Manufacturers Life Insurance Company is the sole issuer and guarantor of the Manulife GIF Select insurance contract, which offers the IncomePlus benefit.

Paid in part by Manulife Investments

The Manufacturers Life Insurance Company (Manulife Financial) is the issuer and guarantor of the GIF Select contract, which offers the IncomePlus benefit. The bonuses are not cash deposits; they increase the amount that is guaranteed for withdrawal. Your investment is protected through guaranteed payments, at maturity, or upon death. Exceeding the withdrawal thresholds may have a negative impact on future payments. Age restrictions apply to the Lifetime Withdrawal Amount. Manulife Investments is the brand name identifying the personal wealth management lines of business offered by Manulife Financial and its subsidiaries in Canada. GIF Select, Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.

Ron Rousseaux is a well-known and successful independent Financial, Tax, Retirement and Estate Planner located in Burlington. A background that encompasses Finance, C.C.R.A.-Ministry of Revenue, Private Industry, Technical Advisor to the best selling book, "Sudden Wealth" and one of the few Certified Senior Advisors in Canada. In his last seminar he touched on the Good and the Bad about Segregated Funds. Why they should be used by retirees and those about to retire. Why should they be used by those looking after Mom and Dad’s affairs? Why they should be used by those who are afraid to loose their capital. Why should they not be used by those with experience in investing – love risk – have a lot of time to replace lost capital? Ron also covered how a one million dollar estate will bypass probate – legal fees – bypass settling any arguments – reduce taxation now – make sure your beneficiaries receive an inheritance after your needs have been met.