Smart Tax and Estate Planning Strategies for Business Owners
Breakfast with Wilmot George Jr.
During 'Small Business Week' we celebrate hard-working people with big ideas, making incredible contributions to local communities across the province, and nationwide.
Join us for an engaging presentation with Wilmot George Jr. from CI Global Asset Management, a seasoned financial expert with over 20 years of experience.
Wilmot, a Certified Financial Planner and Trust and Estate Practitioner, will offer valuable insights into tax, retirement, and estate planning for business owners.
Topics include the pros and cons of incorporation, taxation of business vs. investment income, and the impact of recent tax legislation on succession planning.
Arrive early for our Coffee Mingle at 7:00 am, followed by a delicious buffet breakfast. The presentation will begin at 7:45 am, ensuring you're on your way by 9:00 am.
Enjoy a full buffet that includes two styles of egg dishes, two choices of meat, potatoes, fruit salad, plus muffins, breads, pastries and juices.
$29 + Hst
REGISTER NOW
Please contact lisa@bellevillechamber.ca or call 613-962-4597 ext. 2 if you have any questions.
Thursday Oct 24, 2024
7:00 AM - 9:00 AM EDT
7 AM - Coffee Mingle Sponsored by:
7:30 AM - Breakfast
$29 + Hst
Lisa Grills
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