Retirement income strategies for business owners |
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Guest: Jack Courtney, B.A., LL.B, CFP, TEP
Assistant Vice-President
Advanced Financial Planning Support
Investors Group
Venue: Barrie Golf and Country Club
Address: 635 St. Vincent St N,, Barrie, ON
Date: Wednesday, June 16thth, 2010
Time: 7 - 9 pm
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R.S.V.P. Cheryl Beckett, Asst. to Dan Bazin, Division Director, (705) 719-6773 ext #227
Seating is limited.
www.investorsgroup.com
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TM Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations.
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Topics of conversation will include:
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• How to invest through a holding company
• Which is the right fit for me?
• Individual pension plan (IPP)
• Supplemental employee retirement plan (SERP)
• Retirement compensation arrangement (RCA)
• The business - do I sell or pass on to the next generation?
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Financial Planning Strategies for Business Owners
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