Learn from the Experts is coming to Brooks with a session designed to empower business owners and executives to take control of their financial future, focusing on the unique challenges and opportunities you face in creating your own retirement and the critical role a Certified Financial Planner™ (CFP®) professional plays in this journey.
As a business owner, your financial life is intricately linked with your business. You will leave this session understanding:
- Your Business IS Your Biggest Asset, But Not Your ONLY Retirement Plan: While your business is a significant wealth-creation tool, a diversified approach to retirement is crucial for long-term security.
- Proactive Planning is Non-Negotiable: Business owners must actively plan for retirement, succession, and wealth protection. Waiting can limit options and increase risks.
- A CFP® is Your Financial Quarterback: A Certified Financial Planner™ acts as a fiduciary, coordinating all aspects of your financial life, from investment management and retirement planning to risk management and estate considerations, always putting your interests first.
- Integration is Key: Effective financial planning integrates your business and personal financial goals, ensuring they work in harmony.
- Investment Strategy Matters: Beyond just saving, a tailored investment strategy aligned with your risk tolerance and time horizon is essential for growing your wealth.
- Tax Efficiency is a Priority: Learn how strategic financial planning can help optimize your tax situation, both personally and for your business, maximizing your retained earnings and investment returns.
- Succession Planning Impacts Your Retirement: How and when you exit your business has a massive impact on your retirement. Early planning is critical.
By attending this session, you will be better equipped to navigate the complexities of financial planning as a business owner and take decisive steps towards securing a prosperous future, both for your business and your personal life.
Meet our Expert Jessica Bohn:
https://chamber.southeastalbertachamber.ca/speakerscollective/Details/atb-wealth-246604
-If you would like to be featured as an Expert in one of our upcoming events in Brooks, please contact Naomi at
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