Upcoming Events
Interested in attending a webinar, digital or in person event, or even staying up to date with community involvement? Check back on this page to keep in the know with timely posts and updates.
2025-10-22T23:00:00 - 2025-10-23T00:00:00
Tax-efficient planning opportunities for Business Owners
You’re invited to attend a free online webinar. This session will showcase how we can work with you, your family and your professional support team (e.g. accountants, lawyers, or other investment advisors) to build a holistic plan for you and your entire family.
We will discuss:
• Build long-term wealth and freedom
• Proven Tax-strategies that save you money now and in the future
• Tax-free withdrawals from your coroporation, maximizing your capital dividend account (CDA)
• Avoid a common mistake that cost business owners 6–7 figures
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.