Caldwell Securities Ltd. is hosting an “in-person” luncheon seminar discussing the merits of Retirement Compensation Arrangements (“RCAs”) and Individual Pension Plans (“IPPs”)

This seminar will be an informative session for Incorporated Farm Owners and Business Owners. We will provide actual case studies to real-life situations on maximizing benefits using IPP’s & RCA’s for owners looking at creating a pension for life, reducing overall taxes, increase corporate deductions, as well as estate and succession planning. There will also be a question and answer period at the end of the session.

You should attend if you are:
• Incorporated Farmer Owner and/or Business Owner
• Looking to create a “Cadillac” fully indexed defined benefit pension plan for your life and/or spouse
• Wanting to reduce taxes and defer gains on potential large windfalls
• Interested in Estate & Succession Planning - Keeping it in the Family
• Need help setting up the next generation of farmers


Guest Speakers
Muneer Feeroze, MBA & Clark Steffy, MBA, RPA
Canadian Benefit Association

Mike Li, CPA
Xponents CPA


Host
Rick Wood, CFP, CIM
Vice President Client & Advisor Success
Caldwell Securities Ltd.

Join us on Wednesday, April 17, 2024 from 11am to 1pm
at Brantford Golf & Country Club 60 Ava Road, Brantford, ON N3T 5R7


Hot lunch will be served - Seating is limited.

Please RSVP at fruth@caldwellsecurities.com or click here.