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Retirement, Tax & Estate Planning for Professionals & Business Owners Thumbnail

Retirement, 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.

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