Meet Amber Pearson

I get e-mails from Paul Lauzon, the most amazing financial advisor around! To see some of what he does-you have to check out this information session! This is one of those such e-mails…

TAX REDUCTION SEMINARS:

WHEN: December 12th – 10 a.m. and 7 p.m.
or
December 19th – 10 a.m. and 1:30 p.m.

WHERE: EXECUTIVE MEETING ROOM

#301 – 1630 Pandosy Street.

*How to get a Refund of your 2009 taxes by acting BEFORE December 31st deadline. Reserve your seats now as there is limited seating. Don’t miss this valuable opportunity!

It’s hard to believe that here we are again in December and Christmas. Amazing. Only four weeks away. A time for good cheer, family and friends, and of course giving. On that subject, it’s time where our giving not only can have a huge impact on the lives of others, but also on the amount of taxes we owe for a years’ worth of our labour. If we act prior to year end, we can actually apply to get a refund of all our tax money back as long as we’re willing to split it with a charity that helps save the lives of others. (On $10,000 of taxes payable, that’s $5000 in your pocket and $5000 in a charity’s pocket).

Well, what could you do with a refund of 50% of your taxes? Pay down debt? Invest it? Pay off the Christmas bills? Far better trying to decide what to do with it than without it…. But you need to get in this is as soon as possible as the deadline for this year is almost upon us! Please set up a time with me to review this valuable option. We’re also going to hold some Saturday information meetings on this program on the 12th and 19th in our Executive Meeting Room. Please book your seats and by all means, bring a friend so they can save lives and taxes as well.

Seasons Greeting! All the best to you and yours

Paul Lauzon, CFP, CHFC, CLU, EPC
Financial and Insurance Advisor
302-1630 Pandosy Street
Kelowna, BC V1Y 1P7
250-717-8444

****P.S. Please call the number above to reserve your seat, as Paul has a meeting room that can sit 20-30 people only. If there are lots of people interested, he will hold another 7pm session on December 19th as well to accomodate.

QUOTE OF THE MONTH

Remember that downturns do not last forever, particularly since politicians discovered the antidote – inflation.
—-John Train

Sometimes I get so busy talking about Markets and Shelters that I forget to let people know that we are a one-stop shop.
Yes, we do:

Life Insurance
Critical Illness and Disability Insurances
Travel Insurance
Retirement Income Planning
Debt Reduction
M – 1 mortgage (Australian Mortgage – the best mortgage going!)

Yes, we are here for all your needs (and referrals).
========================================================

P.S. If you do happen to go to Paul and fall in love with the way he teaches like I have…tell him I referred you and you will be helping not only yourself, but me as well!

P.P.S. I have successfully participated in this registered tax shelter program for 2 years in a row now…any questions e-mail me at amberpearson2009@gmail.com

~^Amber^~

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