Profit Mastery January 2017 Newsletter

Tom Lewis - Luxury Bed & Breakfast

Telemark Ridge Lodge & Wellness Retreat

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778-846-1554
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Happy New Year

 

As the holiday season is upon us, we find ourselves reflecting on the past year and those who have helped to shape our business.

It's been quite a year for us all!

We hope that 2016 has been just as memorable for you, your colleagues and your loved ones.

We look forward to working with you in the years to come.



Accountants are you hungry for CPE Credits?

 

If you're hungry for 15 hours of CPE Credits, I'm serving up one more live course of Profit Mastery before we move to Vernon. Contact me today about the January workshops details and join business owners while they learn how to communicate with you more effectively.

The key financial management concepts taught in Profit Mastery can be the cornerstone of the consultation side of your practice, providing you and your clients with a common language when discussing their business. 

"Dynamite presentation; as a CPA I attend many seminars each year for professional education; Profit Mastery is one of the few that provides value to my practice and my clients." - Charles Mattern, CPA



Profit Mastery Workshop Series starting January 19th for Business Owners

 

In our hands-on workshops you'll learn to understand your financials, learn how to manage your business to increase profitability, and strengthen your relationship with your lender. Discover how to actively manage YOUR business and accomplish YOUR goals.

Alongside other business owners and managers, you will analyze real-world business problems and uncover how to:

Overcome common business problems
Understand your financial position
Use tools to take active control of your finances
Make effective pricing decisions
Evaluate and manage cost patterns
Make your business bankable
Avoid cash crunches

This 4 part workshop starts Thursday, January 19, 2017 , contact me for complete details. 



Pinnacle Wealth Brokers: Dinner Invitation

 

We invite you and a guest to discover why you'll want to include private equity investments in your current investment portfolio. Host Klint Rogers from Pinnacle Wealth Brokers and special guest Steve Elliot from Equicapita provide some fundamental education on the private markets and the details on 2 Equicapita offerings.

You'll learn about:

Why the smart money is flowing into private equity investments

What the expected rates of return are, chat about the liquidity risk & find out how you can mitigate you portfolio by incorporating private equity holdings in your portfolio.

Discover the tax advantages of these types of products


Presentation January 26th, 2017 from 6:30 to 8:30 pm.

@ Steamworks Brewpub - Vancouver

Dinner is provided..contact me today to RSVP.

* Private market products are TFSA & RRSP eligible
* Minimum $10,000 investment level



INNOVATION VILLAGE AN EXCEPTIONAL INVESTMENT

 

How would you like to earn a 17% annual rate of return on this exciting Multi-Use Medical Care Facility in the heart of Surrey. 

Join me & learn more about Innovation Village, a new and exciting WestStone Project.

Contact me for your invitation to an upcoming investor presentations in January 2017. Seats are limited, so e-mail me today to register & I'll send you your e-Book Investor package.



The Divorce Course - January 2017

 

Coaches, Facilitators and Friends.... who do you know?

For less than you'd pay for 1/2 an hour of a good lawyer's time, you get a FULL DAY with a room full of divorce experts.

Attendees will get greater peace of mind through separation, divorce and beyond.

My wife Jennifer Windsor is a featured speaker at this event and sure could have used this inclusive and collaborative approach to separation and divorce when she was going through it.. please pass this along?

So, who do you know that could use the Divorce Course

Contact Jennifer Windsor @ jennifer.k.windsor@gmail.com 



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