Wednesday
13
May 2020
EVENT CLOSED

Webinar – Future Proof Your Legacy as a Business Owner, May 13

May 13, 2020 4:00 pm - 05:15 pm EDT
RFP, LLQP - Managing Director, Wealth

Glen Nortje

RFP, LLQP
Managing Director, Wealth
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 - Insurance and Financial Planning Expert, Integrity Wealth Management Inc.

Philip Evenden

Insurance and Financial Planning Expert, Integrity Wealth Management Inc.
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CPA, CMA, CFP - Wealth & Philanthropy Advisor, Kettle Wealth Management

Nigel Kettle

CPA, CMA, CFP
Wealth & Philanthropy Advisor, Kettle Wealth Management
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Farber, in conjunction with Kingsmere Financial, Integrity Wealth Management and Kettle Wealth Management, is offering a complimentary webinar to discuss future proofing your legacy as a business owner.

How can you grow, preserve or protect your wealth as a business owner? Juggling the day-to-day operations and long-term planning for your business is par for the course. However, are you doing enough to ensure your business is working for you?

Join Glen Nortje who will be engaging Nigel Kettle and Phil Evenden to bring clarity to the idea of future proofing your business, utilizing unique financial strategies to accomplish significant results. Topics will include:

  • how to become as tax efficient as possible whilst creating and protecting wealth and optimizing the value of your financial service product set
  • understanding the value or concerns of your structure and the art of the possible in achieving the desired result
  • how to evaluate and align my structure against best practice and having the ability to assess the need for intervention

When: Wednesday, May 13, 2020
Webinar from 4:00 to 5:15 p.m.

Where: This is an online session.
The event URL will be provided upon registration.

Questions?
Contact us today


Farber in partnership with: