Mark Echlin – Tax and Estate Planning

Mark EchlinIn this edition of FLY ON THE WALL, I invited Mark Echlin, President of Simple Insurance Solutions to chat about some of the most significant changes taking place in the area of tax and estate planning.  For those Canadians motivated to learn the latest strategies in the area of tax and estate planning this call will be of tremendous value.

 

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

 

 

KEY034 | Tax and Estate Planning Update

Tax and Estate Planning Update

IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I interview Mark Echlin, President of Simple Insurance Solutions.  Mark is a tax and estate planning specialist and he updates me on some of the most pivotal changes that are currently taking place in the world of tax and estate planning.  The bottom line is the department of finance is making some drastic changes that will negatively affect those who wait to put in place their tax and estate plan.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

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