Join this two hour webinar to gain a comprehensive understanding of how financial planning in conjunction with your professional advisory team, is designed to establish clear financial goals for your company, you the business owner, you and your family, aligning your goals with the company’s strategic vision and making informed decision underpinned by cashflow modelling technology.

By anticipating potential financial challenges and preparing for them, a company can protect their interests and those of their stakeholders, as well as implementing strategies to improve the financial wellbeing of all stakeholder and the achievement of your life objectives and financial goals.

Module 1: Your Company

• Shareholder Agreements
• Share Buy Back Insurance
• Holding Companies
• Wealth Management
• Keyperson Protection

Module 2: You, The Business Owner(s)

• Protecting Your Dependents
• Payment of Health Insurance
• Executive Income Protection
• Pre & Post Retirement Planning
• Small Benefit Exemption

Consultation | You & Your Family

A week later, participants are offered a FREE one hour 1:1 consultation with a Certified Financial Planner® to establish your unique short, medium and long term life objectives, financial goals and how to achieve these.

• Your Life & Financial Goals
• Wealth Management
• Cashflow Modelling
• Children’s Educational Savings
• Personal Protection Planning