Financial Planning for Business Owners

Come join Sam at the Bostwick Public Library to learn how business owners can take charge of their financial lives. In this seminar, I will walk through an educational approach to tax, investing and corporate structures.
Most people get this wrong and lose out on thousands of potential savings every year! The topics that will be covered in this seminar include:

- Salary vs Dividends
- Understanding notional accounts in a corporation
- Lifetime capital gains exemptions (LCGE)
- Corporate Structure
- When does a trust make sense?
- Evidence-based portfolios for corporations & business owners
- RRSPS and TFSAS for business owners

The seminar will be 30 - 45 minutes long with time for questions. Presenter Information: Sam Lichtman, CFP, is a local London resident with a national financial planning practice. You may have heard him on CBC Radio London or seen him on social media, where he has 100,000 followers on all platforms.

Sam has been regularly featured in the Toronto Star, Globe and Mail, CBC, CTV and the Canadian Press for his financial insights. Sam has been nationally recognized as a top advisor under 40 by Wealth Professional Magazine and has been named a 5-star Canadian Financial Advisor.

Sam is the founder of Millen Wealth Advisors and has been in the industry since 2016. He specializes in helping business owners in the accumulation stage take control of their wealth, pay less tax and invest the right way. We hope to see you at the seminar on May 22nd!