Fred Snyder - Estate Planning

David and Fred start out with their views on BCAA as Fred almost didn't make the show due to a flat tire. 

The topic of the evening is Estate Planning and it turns out that Fred has finally convinced David to purchase a RRSP. There's a reason that must be compelling because David is usually adamant that you're better off paying down your consumer debt and mortgage, or investing outside the RRSP shelter.

Fred also let's us know some of his feelings about Management Expense Ratios (MER) on mutual funds. Read on to watch the show.

Individual Segments:

• Introductions and a look at BCAA as Fred almost didn't make the show due to a flat tire.
  Insurance products for investment and how it impacts tax.
• US citizens failing to disclose their RRSPs as "foreign trusts" to the IRS - the fines involved and why.
• Upcoming seminar - Your Legacy - February 11, 2010 - Langley Events Center
• Some insights into the current economic situation and how it impacts your investment - Tax Free Savings and what they are compared to RRSP
• Fred's new book - Fred uses technology to help him create his book as well as all the utilities he uses for getting to know his clients' financial environment. How Fred picks mutual funds.
• The most important question you can ask your financial advisor is - "how did you select the funds and investments you picked for me?" Insights into how Fred answers this question. MER as a selection criteria
• Winding up - why you should come to one of Fred's seminars

You can contact Fred Snyder at:

www.mutualfund101.com

Telephone: (604) 731-8900 

FAX: (604) 731 -1242 

Private FAX: (604) 929-4706 

Cellular: (604) 644-PLAN 

Location: 1764 West 7th Avenue Vancouver, BC Canada V6J 5A3 - View Map