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Business Smarts - Succession Planning for Business
. Please Note --> This is a Past Event!! .

Date: 9/16/2014
Time: 12:00 PM TO 1:00 PM

544 Harvey Avenue
Chamber Boardroom
Kelowna, BC V1Y 6C9


Phone:
(250) 861-3627


Event Description:

*Exclusive to Members only*

Our Business Smarts is designed to offer our Chamber Members Networking and Learning Opportunities.

 This monthly noon hour learning opportunity will take place with no more than twenty local companies in the Chamber board room.  This small group size encourages networking and allows for great discussion. 
 

Succession Planning for Business

Presented by Stephen Maser, Financial Advisor at Aura Wealth Management & Raymond James Ltd.

Attendees can expect to learn how owners can prepare their business for succession and how financial planning will allow them to get the best possible price and to pay less tax upon selling. Attendees will also learn when business owners should begin the process and how long succession planning can take prior to exiting the business. Proper Succession Planning can help in making a smooth transition, protecting your legacy, increase the businesses value and help prepare for the unexpected.

The presentation will also include how proper corporate structure can help fund your retirement and pay a tax free income after you have transitioned away from your business.

Ticket sales will close at noon Monday, September 15, 2014

Member Price - $10 includes tax. 

Bring your lunch, refreshments will be provided.




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For general inquiries email us at:  [email protected]



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