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Retirement, Tax & Estate planning for Business owners and Professionals

Jun

02

Retirement, Tax & Estate planning for Business owners and Professionals

by Naresh Sharma

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Date and time

Thu, 2 June 2022

6:00 PM – 7:00 PM EDT

Location

Online event

Wondering how your Estate plan can protect your assets and your loved ones? Thinking about Retirement in Canada?

About this event

Wondering how your Estate plan can protect your assets and your loved ones? Thinking about Retirement in Canada?

Getting started is often the hardest part. In this webinar, you’ll learn about Strategic Financial Planning which includes Business Succession Planning, Group benefits, Retirement planning, Investment planning, Tax minimization strategies, Risk management, Estate planning, case studies and much more.

Our first speaker Naresh Sharma, CFP, MBA has over 20 years of winning experience within financial services industry delivering on the promise of comprehensive financial planning for all business professionals & families. Our second speaker Inderpreet Singh, Associate director at Sharma Wealth Management has been in the industry for over 10 years.

At Sharma Wealth Management, we organize these Webinars with an objective to educate individuals, families, and business owners on comprehensive Financial Planning. Join us for this educational webinar on June 2, 2022, at 6:00 PM EDT.

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Retirement, Tax & Estate planning for Business owners and Professionals

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