Running a Small Business: New Rules Part 2 - Targeted Shareholder Employee Benefit Plan, Options and Opportunities

By The Empire Life Insurance Company

In this webinar Peter Wouters discusses targeted shareholder employee benefit plans as options to holding retained earnings destined to provide retirement cash flow, and trusts that offer benefits for select employees. Attendees will gain a new understanding of the ramifications of the proposals and options they can discuss with small business shareholders.

Running a Small Business: New Rules Part 2 - Targeted Shareholder Employee Benefit Plan, Options and Opportunities

Accreditation Details

Accreditation body
Competency
Credits

The Institute

Practice Behaviours

1.00

AIC

Life Insurance

1.00

ICM

Life Insurance

1.00

CSF

General subject

1.00

Course Type:

Web Link

Passing Grade:

5/7 (71%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • Benefits Canada
  • Avantages
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)