Workshops


2016 Cross-Border Living Workshops

Let us guide you through the complexities of crossing the border

and help you to realize your dream of a cross-border lifestyle!

Phoenix
Thursday, Jan 21, 2016
The Camby
2401 E. Camelback Road
Phoenix, AZ 85016

REGISTRATION CLOSED
Questions – 1 (800) 678-5007

Palm Springs
Thursday, January 28, 2016
The Ritz-Carlton Rancho Mirage
68-900 Frank Sinatra Drive
Rancho Mirage, CA 92270

REGISTRATION CLOSED
Questions – 1 (800) 678-5007

Naples
Monday, Feb, 1, 2016
The Ritz-Carlton
280 Vanderbilt Beach Rd
Naples, FL 34108

REGISTRATION CLOSED
Questions – 1 (800) 678-5007

Boca Raton
Wednesday, Feb 3, 2016
Boca Country Club
17751 Boca Club Blvd
Boca Raton, FL 33487

REGISTRATION CLOSED
Questions – 1 (800) 678-5007

Advance Registration Required

Registration December 16, 2015 and After
$125 per person or $175 per married couple

Schedule
7:30am – Check-in and Continental Breakfast
8:00am to noon – Workshop Presentation
12:15pm – Lunch

All attendees will receive a complimentary copy
of Bob Keats’ book A Canadian’s Best Tax Haven: The US /
Take Your Money and DRIVE, now in its 2nd edition!

Workshop Videos

Seminars

Seminar Audio

Dale Walters:
Cross-border professional and KeatsConnelly CEO, Dale Walters, spoke at a seminar in Vancouver about purchasing real estate in the US. The seminar was coordinated by Jurock Real Estate of Vancouver. Feel free to listen to the presentation below:Watch our blogFacebook page or news area for more information on upcoming seminars.  Please give us a call at (800) 678-5007 or send us an email by clicking here and we’ll be happy to share what’s coming up.

Events

KeatsConnelly holds periodic educational events in both Canada and the US.  These special events can be found on our blog, facebook page, or news area.  Let’s stay in touch!

Cross-Border Series
The Border Guide
The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
Buying Real Estate in the US
This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
A Canadian's Best Tax Haven
This 2nd edition (now available) will provide you information that can help you live the cross-border lifestyle you've desired and show you how to lower your income taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Crossing the Border?
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Upcoming Workshops
Jan 21, 2016 - Phoenix, AZ
Jan 28, 2016 - Palm Springs, CA
Feb 1, 2016 - Naples, FL
Feb 3, 2016 - Boca Raton, FL

WORKSHOP/SEMINAR DETAILS »