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
Co-founder, Director at Sharma Wealth Management
Life Insurance Advisor, Manulife Securities Insurance Inc.
Financial Planner, Manulife Securities Investment Services Inc.
Paul Church, B.Sc., P.Eng
Director of Acquisition at Sharma Wealth Management
Life Insurance Advisor, Manulife Securities Insurance 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