Date and Time
Thursday Feb 2, 2017
7:30 AM - 9:00 AM EST
February 2, 2017
7:30 a.m. - 9:00 a.m.
Location
Barrie Country Club
635 St. Vincent St. N,
Barrie, Ontario
L4M 4V1
Description
Business Education
GUEST SPEAKER: Jim Pelot, CPA, CA of Podium Prosperity Group
Join us for our monthly educational breakfast featuring a presentation from Jim Pelot, CPA, CA of Podium Prosperity Group.
You have spent years building. You've poured your heart and most likely reinvested much of your profit into creating and growing a successful business. Now your thoughts are turning to retirement and ultimately some form of succession and want to ensure you get full value for your lifetime of work.
The Personal Pension Plan allows business owners to tax shelter a significant amount of Corporate retained earnings while playing a key role in your financial and retirement security.
Jim Pelot, CPA, CA of Podium Prosperity Group will be sharing information on this relatively new and relatively unknown strategy. When is it the right strategy? Where does it fit in the spectrum of value realization options available to incorporated business owners? Why is it so powerful in retirement and succession strategies?
About Chamber Business Breakfast:
If you haven't had the chance to make it out to any of our past CBBs, come and see for yourself what a great opportunity networking can be. Sponsored by The Mortgage Wellness Group, CBBs are held on the first Thursday of each month from 7:30 AM - 9:00 AM. Members are encouraged to bring their flyers, brochures, business cards and other promotional material to share and display. For a nominal charge, a full hot breakfast is served.
Please Register before 2:30pm on the day prior to the event. Registrations after that time may not be accepted.
If you are unable to attend, please call 721-5000 to cancel before 12:00pm on the Tuesday prior to the event. Those who are pre-registered but do not attend and have not canceled will be charged for breakfast.
