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 Securities Insurance Inc.
Financial Planner, Manulife Securities Investment Services Inc.
Renu Sharma
Director at Sharma Wealth Management
Life Insurance Agent, Manulife Securities Insurance Inc.
Mutual Fund Advisor, Manulife Securities Investments Services 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