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DTSTART;TZID=America/Toronto:20240417T110000
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CREATED:20240409T161512Z
LAST-MODIFIED:20240409T162751Z
UID:3182-1713351600-1713358800@caldwellsecurities.com
SUMMARY:Planting Seeds for the Next Generation
DESCRIPTION:Caldwell Securities Ltd. is hosting an “in-person” luncheon seminar discussing the merits of Retirement Compensation Arrangements (“RCAs”) and Individual Pension Plans (“IPPs”)\n\nThis 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.\n\nYou should attend if you are:\n• Incorporated Farmer Owner and/or Business Owner\n• Looking to create a “Cadillac” fully indexed defined benefit pension plan for your life and/or spouse\n• Wanting to reduce taxes and defer gains on potential large windfalls\n• Interested in Estate & Succession Planning - Keeping it in the Family\n• Need help setting up the next generation of farmers\n\nGuest Speakers\nMuneer Feeroze\, MBA & Clark Steffy\, MBA\, RPA\nCanadian Benefit Association\nMike Li\, CPA\nXponents CPA\n\nHost\nRick Wood\, CFP\, CIM\nVice President Client & Advisor Success\nCaldwell Securities Ltd.\n\n\nJoin us on Wednesday\, April 17\, 2024 from 11am to 1pm\nat Brantford Golf & Country Club 60 Ava Road\, Brantford\, ON  N3T 5R7\n\nHot lunch will be served - Seating is limited.\n\nPlease RSVP at fruth@caldwellsecurities.com or  click here.
URL:https://caldwellsecurities.com/event/planting-seeds-for-the-next-generation/
LOCATION:Brantford Golf & Country Club\, 60 Ava Road\, Brantford\, Ontario\, N3T 5R7\, Canada
ATTACH;FMTTYPE=image/jpeg:https://caldwellsecurities.com/ndgcnt/uploads/2024/04/are-you-diversified-scaled.jpg
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