Thursday Feb 2, 2017
7:30 AM - 9:00 AM EST
February 2, 2017
7:30 a.m. - 9:00 a.m.
Barrie Country Club
635 St. Vincent St. N,
Barrie, Ontario
L4M 4V1
GUEST SPEAKER: Jim Pelot, CPA, CA of Podium Prosperity Group
Join us for our monthly educational breakfast featuring a presentation from Jim Pelot, CPA, CA of Podium Prosperity Group.
You have spent years building. You've poured your heart and most likely reinvested much of your profit into creating and growing a successful business. Now your thoughts are turning to retirement and ultimately some form of succession and want to ensure you get full value for your lifetime of work.
The Personal Pension Plan allows business owners to tax shelter a significant amount of Corporate retained earnings while playing a key role in your financial and retirement security.
Jim Pelot, CPA, CA of Podium Prosperity Group will be sharing information on this relatively new and relatively unknown strategy. When is it the right strategy? Where does it fit in the spectrum of value realization options available to incorporated business owners? Why is it so powerful in retirement and succession strategies?