FinancialSoireé@Halifax – Tax Efficiency Part 1 – Tax Fr…

SessionTopic : Tax Efficiency Part 1 – Tax Free Income    A  FinancialSoireé™ is a continuous series of quarterly financial workshop designed to empower attendees to become financially free using timeless biblical  principles. It is taught quarterly at evangelical churches at no cost to the attendees.   The Goal (Proverbs 29:18)  is «Financial Freedom» which  is defined as : a) Being able to tithe and offer as one should (Malachi 3: 8-11, Matthew 23:23) b) Being optimally insured  to avoid financial hardships (Genesis 41: 34,36) c) Becoming completely debt free ( Proverbs 22:7) d) Having a 6 months needs Emergency Fund to stay out of debt ( Genesis 41: 34,36) e) Building a sizable investment portfolio that can replace one’s income ( Genesis 41: 34,36)   The Plan (Luke 14: 28-32) is The10Steps2FinancialFreedom™   The System to stay focused on the The Goal and The Plan is the quarterly FinancialSoireé™   Each session reviews TheGPSProcess™ and expounds on one of the 21 core Financial Insights essentially to TheGPSProcess™.   Sesssion Agenda : 1) Opening Remarks (25 minutes) 2) Review TheGPSProcess™. ( G = The Goal   P= The Plan   S= The System  (25 minutes) 3) Break (10 minutes) 4) Tax Efficiency Part 1  – Tax Free Income  (45 minutes) 5) Question and Answer (10 minutes )  6) Closing Remarks (5 minutes)

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