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Live Webinar Series: Tax & Estate Planning Thumbnail

Live Webinar Series: 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
  • Estate Planning
  • Use of Wills & Trusts
  • Estate freeze
  • Lifetime Capital Gains Exemption



Register for the webinar