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TriDelta Webinar for Professional Corporations – May 14, 2020

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This Webinar is focused on those with a Professional Corporation. It will feature ideas and new opportunities that we see in 2020 and in a post COVID-19 world.

We will hear the best advice from a Lawyer, Accountant, Actuary and TriDelta Wealth and Planning specialists, all who work closely with Professional Corporations.

Learn about:

• How to best make use of current Government initiatives related to COVID-19
• Unique ways to draw funds out of Corporations tax free
• Unique ways to invest within your Corporation to reduce volatility and tax
• Post COVID-19 legal issues to watch out for
• Individual Pension plans (IPP) and why more Professional Corporations are using them today

Hear from these experts who all work closely with Professional Corporations:

Fraser Lang, CFP, CLU, CHS, Senior Vice President Sales & Business Development at GLB; is dedicated to strengthening the brand of GBL as a market leader in IPPs, RCAs, FMV of Insurance, and other strategies. Fraser has 20 plus years of experience in the financial services industry.

Greg Loskutov, CPA, CA, LPA principal at Omega Squared Professional Corporation; a full service accounting practice that focuses on providing accounting, taxation and advisory services to entrepreneurs and small businesses with a focus in medical professionals. Greg has 15 years of experience.

Michael E.B. Taing, BBA., LL.B is the managing lawyer for Healthcare Professionals and practices in the Corporate/Commercial and Real Estate divisions at Hummingbird Lawyers LLP.

Asher Tward, VP Estate Planning, TriDelta Financial. Asher runs the Estate Planning group at TriDelta, where he specializes in Planning and maximizing tax efficiencies across an individuals’ Corporation and Personal financial landscape.

Hosted by:
Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial.

[VIDEO] Depending on your Company Pension Plan for Retirement?

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If you have a defined benefit pension plan from your company, this is most likely a big part of your retirement plan.

However, there are many things you need to consider before depending only on your company for your post-retirement bills. To begin with, how secure is your company; will they be in business for 30 years? What age do you think you will live to? Can you opt out and build your own retirement “pension package” using preferred shares and corporate bonds?

In the following video, I discuss pension decisions with Financial Post columnist, Jon Chevreau. It is a couple of years old, but contains relevant, timeless information:

 

If you liked this video, visit our YouTube channel for more financial planning videos from TriDelta Financial.

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