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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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TZID:America/Toronto
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TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20210314T070000
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DTSTART:20211107T060000
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DTSTART;TZID=America/Toronto:20210922T130000
DTEND;TZID=America/Toronto:20210922T140000
DTSTAMP:20260404T014113
CREATED:20210903T145510Z
LAST-MODIFIED:20210903T145601Z
UID:3519-1632315600-1632319200@idcwinbig.ca
SUMMARY:Help Business Owners Make The Most of Their Retained Earnings
DESCRIPTION:CLICK TO REGISTER\nNo CE Credits \nMany 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. \nThis session will show how it works\, step-by-step\, so you can achieve more success by better serving your business owner clients and prospects. \nPlease note\, this session will be of most benefit to advisors with high income/HNW business owner clients and prospects. \nOpening / Closing Remarks   \nVic Raye National Director\, Banking Services \nGraeme Allan   Regional Wealth Leader – East \nAlex Chan  RHU CHS CFP CPCA EPC CFSB CLU Regional Wealth Leader – West   \nGuest Presenters\nJon Hreljac  CPA CMA CFP TEP AVP Regional Tax\, Retirement & Estate Planning – Wealth Manulife Financial \nJoanne Martire Regional Director\, National Accounts Manulife Bank  
URL:https://idcwinbig.ca/event/help-business-owners-make-the-most-of-their-retained-earnings/
CATEGORIES:Webinar
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