| 2010 |
Kurt in the News |
| April 17 |
Kurt was profiled in The Globe and Mail national newspaper as part of the "Financial Facelift" series. In this edition, a couple with careers in the military were pondering next steps with respect to careers, real estate, retirement planning and family planning. Kurt was called upon to provide guidance to them.
The article is featured at this link: http://www.theglobeandmail.com/globe-investor/personal-finance/financial-facelift/a-plan-for-playing-catch-up/article1474570/ |
| |
|
| February 20 |
Kurt was profiled in The Globe and Mail national newspaper as part of the "Financial Facelift" series. In this edition, a couple from eastern Canadian was looking for guidance with retirement planning and Kurt was called upon as the financial planning expert to provide strategies and recommendations.
The article is featured at this link: http://www.theglobeandmail.com/globe-investor/personal-finance/financial-facelift/a-plan-for-playing-catch-up/article1474570/ |
| |
|
| February 13 & 14 |
Kurt was asked to be a guest speaker at the Canadian Investment Show at the Royal York Hotel in Toronto. Kurt presented two 45 minute educational seminars on RRSP Planning and on Strategic Wealth Planning for Affluent Canadians. |
| |
|
| January 27 |
The Globe and Mail's "Report on RRSPs" special edition interviewed Kurt about why more Canadians don't take advantage of their employer's pension plans and the problems with so many employer pension plans. The article was called "Free Money? Nah, I'm Good" written by Paul Brent. |
| |
|
| January 21 |
Toronto Star Newspaper article "Reshaping Your Finances" interviewed Kurt for comments on key financial planning resolutions for 2010. |
| |
|
| 2009 |
|
| From October 2009 to December 2009 |
Kurt taught three courses (What is Wealth Management Course, How to Build a Financial Plan Course and How to Build an Investment Portfolio Course) for Chartered Accountants across Ontario and Manitoba, with full day seminars in the following cities: Markham, Toronto, Barrie, Waterloo, Kitchener, London, Mississauga and Winnipeg. Kurt continues to be a qualified instructor of personal finance for Chartered Accountant Institutes in Canada.
|
| |
|
| October 24, 2009 and December 26th |
Kurt was profiled in The Globe and Mail national newspaper where he provided financial planning advice to Canadians who had submitted information to the newspaper as part of their weekly "Financial Facelift" series.
In 2009, Kurt was asked to comment in the national newspapers, radio or television ten times on matters of investment planning, retirement planning, insurance, tax planning, cash flow management and estate planning. |
| |
|
| May 13 |
Kurt was a guest on City TV in Toronto, Toronto's most popular breakfast television channel. Kurt was interviewed about tax planning and why it is bad to get a tax refund after filing your tax return. |
| |
|
| April 8 |
Kurt presented gave a one hour talk to the Toronto Beaches Momnet group, a group of stay-at-home mom's on maternity leave. The talk covered cash flow management, tax planning, RESPs, getting a Will prepared, life insurance and deal with the mortgage. |
| |
|
| March 9 |
Kurt was the featured speaker at a downtown Toronto function hosted by one of the world's largest mining companies. Kurt spoke for 90 minutes on sensible financial strategies for troubled times, providing guidance on money management in the face of job loss, falling stock markets and falling home values. |
| |
|
| February 18 |
Kurt presented a 90 minute seminar on wealth management for lawyers and staff at a large Toronto law firm.
|
| |
|
January
15, 16, 17 |
Kurt and his advisory team provided educational seminars on tax planning, estate planning, investing and retirement at the Toronto Financial Forum, offering twelve sessions over three days. Kurt was also asked to headline the mainstage on Saturday afternoon, speaking on the topic of "Financial Planning in the 2009 Recession" to more than 300 people. Copies of Kurt's slides can be downloaded on the newsletter page of this website. |
| |
|
| 2008 |
Public Speaking Venues |
| December |
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. |
| |
|
| December |
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. |
| |
|
| November |
Kurt is teaching a 90 minute course on retirement planning for employees of the Province of Ontario Government on November 26, 2008. |
| |
|
| September |
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. |
| April |
Noon, April 20, 2008: "Estate Planning & The United Church" Eglinton St. Georges United Church |
| |
|
| May |
May 7, 2008: "Personal Investing Course"
Holiday Inn, Markham, Ontario
May 9, 2008: "Creating a Financial Plan Course"
Institute of Chartered Accountants of Ontario Head Office
May 14, 2008: "Personal Finance Case Studies Course"
Institute of Chartered Accountants of Ontario Head Office
May 20, 2008: "Creating a Financial Plan Course"
The Sheraton, London, Ontario
May 22, 2008: "Creating a Financial Plan Course"
Toronto, Ontario |
| |
|
| June |
June 4, 2008: "Baby Boomers: Can you Afford to Retire?" Toronto Reference Library
June 3, 2008: "Developing a Financial Planning Practice Course" Institute of Chartered Accountants of Ontario Head Office
June 10, 2008: "Developing a Financial Planning Practice Course" Holiday Inn, Markham, Ontario
June 12, 2008: "Personal Investing Course"
The Hilton, Toronto, Ontario
June 17, 2008: "Personal Finance Case Studies Course"
Holiday Inn, Markham, Ontario |
| 2007 |
|
|
| November |
November 5, Markham, For the Institute of Chartered Accountants of Ontario, Kurt is teaching a course on "Developing a Financial Planning Practice" for CA's in Ontario.
November 9th, Toronto, For the Certified General Accountant Association at their National Conference, Kurt is a teaching a course on "Successful Personal Investing Strategies and Selecting Good Advisors".
November 10th, Etobicoke, For the United Church of Canada, Kurt is the featured speaker for three hours teaching United Church supporters about estate planning and planned giving. |
| |
|
| October |
October 23rd, Toronto, For the Institute of Chartered Accountants of Ontario, Kurt is teaching a course on "Creating a Financial Plan" for CA's in Toronto.
October 25th, Toronto, For the Institute of Chartered Accountants of Ontario, Kurt is teaching a course on "Personal Investing" for CA's in Toronto. |
| |
|
| June |
To all accountants, Kurt is teaching "Investing 101" as a half day course and "How to Create A Financial Plan" as a full day course twice each for the Ontario Institute of Chartered Accountants. These courses are also being taught by Kurt across Ontario in Fall 2007. Contact us at the office for more information. |
| |
|
| May |
Kurt is the Key Note Speaker for a Planned Giving presentation of the Toronto Symphony Orchestra. The TSO has invited 1,500 of their patrons but the event is also open to the public. Contact our office for details or to receive a copy of the presentation notes. |
| |
|
| February |
Attend the second of Kurt's extremely popular "Real Estate and Tax Planning" presentations at the CNIB office in Toronto. A two hour presentation on key tax planning strategies related to personal residences, cottages, rental properties and much more. Kurt will speak about real estate from the aspects of investing, taxes, estate planning, insurance, cashflow and more. The first seminar in west Toronto in November 2006 drew 177 attendees. Open to the public. Contact the information if you would like to have Kurt put on this presentation for your social group, employee group or others. |
| |
|
| January |
Attend Kurt's eighth annual four day series of presentations at the Toronto Financial Forum, Canada's largest financial show open to the public. Over four days, Kurt and partners offer sixteen presentations teaching about tax planning, estate planning, investing, retirement planning and more. Stay for each show and try to win one of Kurt's best selling books which are given away at the end. Contact the office for a copy of the handouts for the various shows. |
| |
|
For more information on Kurt Rosentreter and his financial planning services as your Family CFO, or to arrange a meeting or telephone meeting, contact Kurt directly. |
