Financial planning strategies for business owners - How to utilize your business to create wealth

Financial planning strategies for business owners - How to utilize your business to create wealth

Come join us at IG Private Wealth Management for an informative event focused on maximizing your business for financial success! Learn the best ways to leveraging your business to generate wealth and secure your financial future. Our expert speakers will share valuable insights and strategies to help you make the most out of your business endeavors. Don't miss out on this opportunity to take your financial planning to the next level!

We will cover the following:

• Understand the sources of business owner wealth

• How to grow and access the wealth from your business & holding company more efficiently

• Tax rules and how they influence your financial plan

• How to use business incorporation to maximize capital gains exemptions and why organizational structure matters

• The best way to exit your business

Event Venue & Nearby Stays

IG Wealth Management, 1631 Dickson Avenue, Kelowna, Canada