Upcoming Seminars: Ready to retire from your Family Business? Succession Planning Strategies

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Ready to retire from your Family Business? Succession Planning Strategies

 

DESCRIPTION

 

Succession Planning for the Family Business 

 

Plan your Transition with Ease of Mind over lunch with like-minded Business Owners 

 

Through this presentation, Succession Planning for the Family Business, you will learn of the challenges that often arise when transitioning a business and how you can protect yourself and maximize the value of your business to ensure a successful transition. 

 

You and a guest are invited for an exclusive lunch and learn session with Manulife’s Hemal Balsara Assistant Vice President, Regional Tax, Retirement, and Estate Planning Services. Hemal has contributed to various publications including the Canadian Tax Highlights, PwC's Wealth and Tax Matters and the Canadian Taxation of Life Insurance. 

 

Get a chance to network with other business owners and share ideas and connect. 

 

ABOUT THE SPEAKER 

 

Hemal Balsara,

Assistant Vice President, Regional Tax, Retirement, and Estate Planning Services at Manulife. 

As a member of the Manulife Financial Tax and Estate Planning Team, Hemal works closely with Manulife Private Wealth, insurance advisors and other partners to support their high net worth clients and deliver integrated insurance and tax planning solutions.

 

EVENT DETAILS: 

Tuesday June 19, 2018

11:30 AM

EVENT LOCATION: 

Cassie Campbell Centre Multipurpose Room 1

1050 Sandalwood Pkwy West, Brampton, ON

RSVP: 

To reserve your spot as space is limited, please RSVP by Tuesday June 12, 2018 to: 

Zainab Williams 

416-890-7881

zainabwilliams@polarisfinancial.ca

Please advise if you have any dietary restrictions.

 

https://www.eventbrite.ca/e/ready-to-retire-from-your-family-business-succession-planning-strategies-tickets-45749009519?aff=es2

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