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Help Business Owners Make The Most of Their Retained Earnings
September 22 EDT @1:00 pm - 2:00 pm
No CE Credits
Many business owners have built up significant retained earnings in their corporations and are looking for ways to pull those earnings out. There’s a simple strategy available that moves earnings out of the company to finance a segregated fund investment loan in a tax-efficient way.
This session will show how it works, step-by-step, so you can achieve more success by better serving your business owner clients and prospects.
Please note, this session will be of most benefit to advisors with high income/HNW business owner clients and prospects.
Opening / Closing Remarks
Vic Raye National Director, Banking Services
Graeme Allan Regional Wealth Leader – East
Alex Chan RHU CHS CFP CPCA EPC CFSB CLU Regional Wealth Leader – West
Jon Hreljac CPA CMA CFP TEP AVP Regional Tax, Retirement & Estate Planning – Wealth Manulife Financial
Joanne Martire Regional Director, National Accounts Manulife Bank