Wednesday, June 3, 2009

Ultimate Birthday Present & Succession Planning

Feb 12th 2009
Hello my friend !

Here are 4 diverse things you may not have known before...

Ultimate Birthday Present:
Did you know that for $1,695 US you could go to a 2 day flying school and learn how to fly fighter planes. No license required, no prior experience needed and the only thing that is a simulation is the bullets.

http://www.fightercombat.com/catalog/Air_Combat-1-1.html

Continue talking to your parents/children:
Did you know that if you ask a group of older adults, what do you have the most trouble talking to your children about?
The Standard Answer: Money, Death & Relationships
Did you know if you asked the younger group, what do you have the most trouble talking to your parents about?
Yep, you guessed: Money, Death & Relationships

I am really encouraging you whether you are on one end of the scale or the other (or even both). Start communicating throughout your generations. If you are having trouble facilitating a family meeting or if finding the "right" time is too hard, let me and my Team step in and help. We have found great success in using this system to help families address the items that need to be checked off. The meetings can be separate or all together. The goal of the meeting is to make sure when wealth is transferred through generations it is done in the most cost effective way (more money for the family and less money for the government).

Government Benefits:
Did you know the Pension amounts the Government slated for 2009:

Check out the attachment for the current OAS and CPP pension amounts...

Trying new things:
Did you know that Cougar and Bear meat are actually quite tasty. I recently attended a wild game dinner in Peachland where a spread of Elk, Moose, Bison, Cougar, Bear, Arctic Char were served in an amazing spread. If you want to try something new I would suggest at least venturing out once.

As always if you or any of your peer group (co-workers, friends, family or business associates) have any questions regarding; insurance, investment or accelerated mortgage pay down programs, my door is always open.

Take care
Dustin
www.serviss.ca
Dustin Serviss, RHU
Associate
The Peacock Sheridan Group
205-1180 Sunset Drive Phone 250.869.1451
Kelowna BC V1Y 9W6 Fax 250.869.1452

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