Workshops

Bridging the Border to Your Financial Future

Workshops

Experienced professionals from Keats, Connelly & Associates, Inc. conduct workshops in cross-border currency exchange, U.S. immigration after 9/11/01, and estate planning. We will provide you with strategies and information in an attempt to get the best of the Canadian and U.S. tax systems; take advantage of currency exchange rates; receive your Canadian RRSPs tax-free or nearly tax-free in the U.S.; find investments exempt from U.S. income taxes and withholding; and maximize Medicare benefits, just to name a few. General question and answer sessions will also be held to address your specific concerns.

Upcoming Workshops & Events

2/3/2009 Cross-Border Living Workshop
Rancho Mirage (Palm Springs), California
Phone: (602) 955-5007
Contact via Email
2/10/2009 Cross-Border Living Workshop
Phoenix, Arizona
Phone: (602) 955-5007
Contact via Email
2/17/2009 Cross-Border Living Workshop
Naples, Florida
Phone: (602) 955-5007
Contact via Email
2/19/2009 Cross-Border Living Workshop
Manalapan (Palm Beach), Florida
Phone: (602) 955-5007
Contact via Email
The Border Guide
Click to Enlarge

The Border Guide

Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 65,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

Learn More Order Now