Webinar Wednesday - Retire Smart: Key Decisions Every Business Owner Must Get Right
Date and Time
Wednesday Oct 22, 2025
3:00 PM - 4:00 PM ADT
3-4 PM
Location
Online via Teams. Links will be sent via email on the day of.
Contact Information
Heather Nicholson
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Description
Retire Smart: Key Decisions Every Business Owner Must Get Right
Guest Speaker: Stephanie Andrews CFP, BBA, RRC, IG Wealth Management
· Are you looking for ways to turn your business Success into lasting wealth?
· Make sound wealth decisions and grow your wealth tax-efficiently?
· Do you want to retire with a lifestyle that reflects your planning and hard work?
Then this session is perfect for you! We will cover:
· Incorporation – How the right structure impacts taxes, liability, and long-term planning
· Compensation -Pay yourself efficiently through salary, dividends or a mix
· Savings & Investments – Tax efficient investing & building wealth inside and outside your corporation
· Retirement Income – Creating a reliable income stream from multiple sources
· Transitioning your Business – Key considerations