Navigating through farm succession planning can sometimes seem overwhelming. Your professional advice team including legal and tax professionals, financial planners and insurance advisors, all play different, yet equally important roles as you explore the right fit solutions for your farming operation.
Join us on Wednesday, October 30th for a free informative seminar on how you can build a secure and tax efficient farm succession plan. This event will feature a professional guest Matt Trotta, VP Tax, Retirement and Estate Planning at CI Global Asset Management showcasing tax and legal considerations as well as presentations from Westoba Financial Solutions Ltd. representatives.
Paid in Part by CI Global Asset Management. CI Global Asset Management is a registered trademark of CI Investments Inc. 2024. All rights reserved
Please Contact Us to request more details about this seminar.
You will learn:
- The importance of forming your professional team of experts for your farm and family
- Considerations for tax, retirement and estate planning and practice management.
- How to protect you and your farming operation
- Strategies to minimize tax and working with your tax professional.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Westoba Financial Solutions Ltd. is a subsidiary of Westoba Credit Union offering financial planning, life insurance and investments.