February 2020 SWN Luncheon

**To receive member pricing log into your account**

Speaker:  Marilyn Grose and Brenda Strelioff

Topic: Taxation 101 – A few basics everyone should know!

Brenda Strelioff, Assante Wealth Management, and Marilyn Grose, MG Accounting & Office Services, plan to give a few tips on keeping the tax man happy – and more importantly, YOU happy as you save on taxes ☺

  • RRSP vs TFSA – how to decide where to put your money
  • Make sure you get ALL the deductions possible to maximize tax savings
  • What paperwork to watch for in the mail (and get to your accountant)

A Certified Financial Planner (CFP) professional, Brenda has been working in financial services since 1991. She enjoys helping people get all aspects of their financial affairs in order. There is so much beyond investments that needs to be considered, such as insurance coverage, estate planning, tax planning, debt planning and more.

Marilyn has been operating MG Accounting & Office Services since January 2000, specializing bookkeeping services for small businesses and non-profit organizations using the QuickBooks Accounting Program.  Another service offered is personal tax service.  Given that many bookkeeping clients are sole-proprietors, it is a natural progression that most of the personal tax returns done each year are those that include a business statement.

Marilyn has teamed up with two other bookkeeping firms (Bev Roth Accounting & Freedom for You), and together with their staff team, they operate out of their office on Quebec Avenue.  They offer full bookkeeping services in QuickBooks & Sage50 desktop software, as well as QuickBooks On-line.

Registration Deadline: February 7, 2020


Date: February 11, 2020 Time: 12:00p.m. - 01:00p.m. Location: Quality Inn & Suites Hotel