Financial Boot Camp Level 2

Back to Boot Camps

Week 1:

  • Recap of Level 1
  • Financial Freedom, A Journey
  • Introduction to Level 2
  • Current World Monetary Systems
  • Bailouts, How do they affect us?
  • Global Economic Organizations & Their Impact
  • Transition from Employee to Self Employed to Business Owner

Week 2:

  • Cash Flow, The Next Level
  • The Closed Circle and Overflow in Action
  • Taking your Credit to the Next Level
  • Introduction to Advanced Tax Planning
  • Keys to Tax Planning
  • Tax Planning for Individuals
  • Tax Shelters in Depth

Week 3:

  • 10 Types of Structures
  • Ins & Outs of Corporation
  • Steps to Starting a Corporation
  • Minute Books & Record Keeping
  • The Business Number – 4 Components
  • Advanced Corporate Structuring
  • Building & Running a Rock Solid Business

Week 4:

  • Tax Planning for the Self Employed & Business Owners
  • Actions Required for Active Investing
  • Finding Money to Invest
  • Structuring you Investments
  • More on Dividends – Eligible & Non Eligible
  • Analyzing Financial Statements

Week 5:

  • Weathering any Economic Storm
  • The Business of Trading
  • Rule #1 in Investing
  • Dividend Reinvestment Plans
  • Tax Planning for Investors
  • Using your Capital Gains Exemption in this Lifetime
  • Tax Free Savings Account
  • Maximizing your Family Trust part

Week 6:

  • Your Legacy: Lasting Wealth
  • The Power of Gifting
  • Maximizing your Family Trust part 2
  • Insurance 201: Identifying Insurance Needs
  • Dealing in the U.S.
  • Mapping your 5 Step Plan
  • Meeting your Expectations
  • Connections you Need to Success
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KD Professional Services
Monday-Friday 9am- 5pm
102, 221 18th Street SE
Calgary, AB, T2E 6J5

403-219-0602
403-219-0603

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