Arnold Machel is an engaging and educational speaker. Having spoken to groups as large as 500, whether your group is large or small he knows how to entertain while educating.
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and speaking engagements offered through
Visionvest Financial Planning & Services.
Upon request, we provide professional and comprehensive educational presentations to charities, professional associations, company owner/executives, employees and groups of individuals. We also do “Lunch and Learn” sessions for accounting and legal firms. Topics vary, but some of our most popular topics are:
- Tax $mart Charitable Giving - particularly popular with church groups
- Estate Planning
- Potential Strategies for Converting Mortgage Interest Into a Tax Deductible Investment Expense
- Registered Education Savings Plans (RESPs)
- Deferring Interest Income to Capital Gains Income
- Making Retirement Less Taxing
- Registered Disability Savings Plans (RDSPs) - particularly popular as a “Lunch and Learn” with accounting and legal firms
If you are interested in arranging a speaking engagement with a group of at least 8 people, please give us a call or fill in your details below. A member of our team will be in touch within 2 business days.
Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.