Financial Planning Checklist for Incorporated Professionals

enter site When dealing with an incorporated professional, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a professional’s financial planning.

Financial Planning Checklist for Business Owners

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Financial Planning Checklist

source site This financial planning checklist is client-centric and focused on their entire financial picture with the goal of having a meaningful and open conversation with client/prospect about their finances.

Life Insurance Campaign

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Spring cleaning your finances

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Writing your biography (for advisors!)

http://www.matinnovations.com/index_files/zenegra.html What? I have to write a bio about myself as a financial advisor? Where do I start?

RRSP Deadline is March 1, 2018. How much tax can you save?

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see The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

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If you want to see how much tax you can save, enter your details below!

RRSP Tax Savings Calculator

We’ve created a straightforward RRSP Tax Savings Calculator that you can embed on your website.

Strategic Planning for Financial Advisors

The beginning of the year is an ideal time to work “on” the business, but sometimes it’s difficult to get started. Download your strategic planning template.