About this Event
For Private Business Owners Hosted By Equitable Bank and Equitable Life
Guest Speaker - Chris Thompson - CFP, CLU, CHS, CHFC- Advance Case Consultant
Your company is more than income — it’s legacy.
In this private session, we’ll explore advanced strategies focused on:
• Tax-efficient growth
• Corporate and shareholder tax positioning
• Business exit and sale strategies
• Family wealth transfer planning
• Protecting what you’ve built from unnecessary taxation
If your goal is to grow, protect, and pass on wealth — this conversation is essential.
Invitation only.
Limited executive seating available.
Register now to reserve your seat.
Event Venue & Nearby Stays
Venice Banquet Hall, 4310 104 Avenue Northeast, Calgary, Canada
CAD 0.00
