Live Webinar Series: Retirement, Tax & Estate Planning
Join Us on Zoom - Select your Date & Time below
Hosted By:
Naresh Sharma, CFP, MBA
Director at Sharma Wealth Management
Life Insurance Agent, Manulife Wealth Insurance Services Inc.
Financial Planner, Manulife Wealth Inc.
Renu Sharma
Director at Sharma Wealth Management
Life Insurance Agent, Manulife Wealth Insurance Services Inc.
Mutual Fund Advisor, Manulife Wealth Inc.
Topics:
- Tax Planning
- Wealth Preservation
- Immediate Financing Arrangement(IFA)
- Shareholders Immediate Financing Arrangement (SIFA)
- Individual Pension Plan
- Retirement Planning
- Estate Planning
- Use of Wills & Trusts
- Estate freeze
- Lifetime Capital Gains Exemption
Register for the webinar