Tax Strategies for Clients with CCPC’s & Wealth Transfer
The Kahanoff Conference Centre 105 - 12th Ave SE, 2nd Floor Tuesday, June 18 @ 11:30 - 1:15 PM
ADDING VALUE TO YOUR FINANCIAL PLANNING PRACTICE
Tax Strategies for Clients with CCPC’s & Wealth Transfer
Our guest speaker Valerie Flood, Regional Sales Manager, Insurance, will show how you can help clients understand the true cost of taxation on business income and how future corporate investment values will be reduced by changing tax laws affecting CCPC’s.
Valerie will discuss new approaches financial planners can present, such as the use of Participating Life Insurance to optimize long term asset growth within private companies, applying strategic asset diversification and tax planning techniques. She will also be reviewing how recent tax legislation changes can be included within your planning advice to business owners and their shareholders and advisors.
You will better understand how corporate tax changes apply to Holdco and Opco structures, integrating taxes between corporations and shareholders, corporate estate transfer strategies and legacy planning and designing a smooth exit strategy from corporate ownership in the future.
Following the presentation, a round table discussion will be held to learn what you are experiencing in adding value to your ideal client in these challenging times.
Register today to network with your R.F.P. peers, financial planners, invited guests and other professionals.
A light sandwich lunch will be provided in the registration fee of $25.
Valerie is a University of Calgary graduate with a B.Comm in Marketing. She has invested 15 years in the financial services industry.
A Certified Financial Planning professional, Valerie is a strong believer in continuing education and she has attained both the Certified Health Insurance Specialist and Chartered Life Underwriter designations.
As part of the Advisory network Product Solutions Centre, Valerie represents the three brands of Great West Life, London Life and Canada Life. She works with advisors across Alberta to support and grow their life and living benefits insurance sales. Valerie’s strengths in product knowledge and sales strategies have combined to help drive success for the advisors she works with.
Event Time: 11:30 to 1:15. Please arrive on time, as the speaker starts at 11:45.
Cost: $25.00 - Light lunch provided.
Registration closes June 14th, 2019
Please note that this will be the last Lunch & Learn held until October.
We look forward to seeing you on June 18th!
Russell Todd, R.F.P. (Retired), Program Chair
Last updated: 22 Jul 2019 12:37 AM
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