NexGen frequently runs tax and investment focused online learning sessions. Below is a repository for the most recent web-based sessions. Each includes a replay of the original webinar as well as supporting materials on the selected topic and NexGen Financial in general.
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New Loan Strategies for your Investment Playbook - A special introductory course on borrowing to invest outlines a variety of loan strategies applicable for new and existing clients. February 21, 2012
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Life Insurance & Tax Efficient Wealth Planning - An introductory course in funding life insurance tax efficiently for both individual and corporate clients. November 1, 2011
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NexGen Canadian Diversified Income Funds - An introduction to a Balanced Fund seeking income and asset diversification, while offering unrivaled options for tax efficient investing. October 4, 2011
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Corporate Investment Tax 201 - The second edition in our Corporate Investing Webinar Series focusing on income splitting and the tax efficient distribution of wealth. June 15, 2011 |
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The Opportunity in Trusts - A special introductory presentation on tax efficient investing solutions for trusts, both formal and informal. It includes case examples as well as guidelines for establishing long term financial plans for these types of clients. May 17, 2011
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Corporate Investment Tax 101 - A special introductory webinar to the basic strategies to incorporate tax deferral and tax efficient income in small business and corporate client situations. March 23, 2011
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