Barefoot
02-11-2013, 08:08 PM
LOONIES AND TOONIES MEETING - fEBRUARY 13, 2013
A very special event for Canadians is planned for Wednesday February 13, 2012 at La Hacienda - Carmen Miranda Room. It starts at 6:30 PM. The Registration desk opens at 5:30 PM. Please renew your membership for 2013 if you have not done so. We would love to welcome any new members who wish to join.
Please wear your name badge so we can identify you and update it to the 2013 version. If you have joined at a recent meeting, you can collect your new badge at the Registration Desk.
We are very fortunate this month to have two speakers. The first is David Altro of Altro Associates based in Montreal and Toronto. David Altro is the author of "Owning U.S. Property – the Canadian Way", 2nd Edition, a guidebook for all Canadians who own property in the U.S. The book provides solutions to common tax and real estate problems for Canadians who own property in the U.S. and he is recognized as being the world authority on this subject.
He is also extremely well versed in the Legal process for snowbirds, should something catastrophic health-wise occur to us while we are here wintering. He is knowledgeable about what paperwork we need to file to protect our interests in the unlikely event something does happen to us or our spouse/partner. We have asked David to focus on this particular subject this year as many of us do not know where we stand legally if something happens and we require that documentation.
David, in addition to being very informative, is extremely entertaining and has a profound love for Canada and his precious Montreal Canadiens - We urge you to wear hockey sweaters, or other hockey themed gear to show your love of your favourite team to fire him up and celebrate the return of NHL hockey.
The second speaker is Jerry Gironda of RBC who is based in St. Petersburg, Florida. Jerry Gironda is a Senior Relationship Manager for Royal Bank of Canada. RBC is one of the only banks that offers Canadians cross border banking and will issue us an “American” VISA card allowing us to avoid the 3% surcharge Canadian VISA charges on each transaction (based on our Canadian credit score). RBC was sold to an American bank last February and has gone through a transition from a branch bank to a virtual bank. We know many of you have encountered some challenges over that period. We have invited Jerry to our meeting to talk to those of you that may need some guidance or assistance.
Please bring your own refreshments and your own snacks. Please note that due to the nature of this meeting's content and the expected attendance [last year we had over 400 attendees] we will not have live entertainment. We do encourage all to mingle and socialize after the talks while our speakers entertain questions on a one-on-one basis.
The L & T Executive
A very special event for Canadians is planned for Wednesday February 13, 2012 at La Hacienda - Carmen Miranda Room. It starts at 6:30 PM. The Registration desk opens at 5:30 PM. Please renew your membership for 2013 if you have not done so. We would love to welcome any new members who wish to join.
Please wear your name badge so we can identify you and update it to the 2013 version. If you have joined at a recent meeting, you can collect your new badge at the Registration Desk.
We are very fortunate this month to have two speakers. The first is David Altro of Altro Associates based in Montreal and Toronto. David Altro is the author of "Owning U.S. Property – the Canadian Way", 2nd Edition, a guidebook for all Canadians who own property in the U.S. The book provides solutions to common tax and real estate problems for Canadians who own property in the U.S. and he is recognized as being the world authority on this subject.
He is also extremely well versed in the Legal process for snowbirds, should something catastrophic health-wise occur to us while we are here wintering. He is knowledgeable about what paperwork we need to file to protect our interests in the unlikely event something does happen to us or our spouse/partner. We have asked David to focus on this particular subject this year as many of us do not know where we stand legally if something happens and we require that documentation.
David, in addition to being very informative, is extremely entertaining and has a profound love for Canada and his precious Montreal Canadiens - We urge you to wear hockey sweaters, or other hockey themed gear to show your love of your favourite team to fire him up and celebrate the return of NHL hockey.
The second speaker is Jerry Gironda of RBC who is based in St. Petersburg, Florida. Jerry Gironda is a Senior Relationship Manager for Royal Bank of Canada. RBC is one of the only banks that offers Canadians cross border banking and will issue us an “American” VISA card allowing us to avoid the 3% surcharge Canadian VISA charges on each transaction (based on our Canadian credit score). RBC was sold to an American bank last February and has gone through a transition from a branch bank to a virtual bank. We know many of you have encountered some challenges over that period. We have invited Jerry to our meeting to talk to those of you that may need some guidance or assistance.
Please bring your own refreshments and your own snacks. Please note that due to the nature of this meeting's content and the expected attendance [last year we had over 400 attendees] we will not have live entertainment. We do encourage all to mingle and socialize after the talks while our speakers entertain questions on a one-on-one basis.
The L & T Executive