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Live Webinar Series: Tax & Estate Planning for Professionals & Business Owners Thumbnail

Live Webinar Series: Tax & Estate Planning for Professionals & Business Owners

Join Us on Zoom - Select your Date & Time below


Hosted By:

Naresh Sharma, CFP, MBA

Director, Financial Planner at Sharma Wealth Management
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Paul Church, B.Sc., P.Eng

Director of Acquisition at Sharma Wealth Management
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Topics:

  • Insured Retirement Program (IRP)
  • Individual Pension Plan (IPP)
  • Withdraw Money from Retained Earnings (tax efficient)
  • Immediate Financial Arrangement (IFA)
  • Business Succession Planning



Register for the webinar