Join Us on Zoom - Select your Date & Time below

Hosted By:

Naresh Sharma, CFP, MBA

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

Date & Time

Full Name

E-mail

Phone Number

Job Title

Would you like a reminder?

Yes, please remind me No, thank you

I Acknowledge

I am interested in retirement planning I am interested to learn about minimizing estate taxes I am interested to learn about tax planning strategies