Exclusive Webinars
Invest an hour with any of these experts and get years of smarts for your business in return.
GOING FROM BUSINESS LIFE TO THE REST OF YOUR LIFE
WITH PETER MERRICK: SUCCESSION AND EXIT STRATEGIES FOR BUSINESS OWNERS
Join us for this FREE webinar to hear how thousands of business owners have learned to protect the retained earnings in their business, while planning for financial security for life after work.
A generation of business owners are considering what the next steps are for their business, and how they can strategically plan for the rest of their lives. In this webinar, Peter Merrick offers compelling insights into how business owners can navigate this unfamiliar terrain, and develop an effective plan to ensure financial security during retirement.
Format:One-hour online presentation with our guest speaker, Peter Merrick.
Cost: This is a FREE webinar, sponsored by Canada’s Credit Unions.
Date: launching Monday, January 23rd, 2011
PETER MERRICK: BUSINESS EXIT PLANNING EXPERT AND AUTHOR
- Author of two business books: “The Essential Individual Pension Plan Handbook” and “The T.A.S.K – The Trusted Advisor’s Survival Kit”
- He is widely considered as one of the leading experts in North America in the areas of business succession planning, risk management, estate and trusts, cross border planning, and executive benefit and pensions.
- Mr. Merrick is a financial writer, with over 400 published articles to his credit. His articles, writings and interviews have appeared in such magazines and newspapers as The Wall Street Journal, McLeans, The Globe and Mail, The Toronto Star, and more.
- His television appearances include CTV, CBC’s The National and News World, BNN and CP24.
- Peter is a full member of the Society of Trust and Estate Practitioners and holds the Trust and Estate Practitioner (TEP) designation.
BY ATTENDING THIS EXCLUSIVE WEBINAR YOU WILL:
- Find out when is the best time to develop your exit strategy from your business, and what steps this should include.
- Identify who should be on your team of advisors and what key questions you need to ask.
- Explore how to maximize your company’s value and protect the legacy of your business.
- Examine what should be considered when selling to key employees, third party or family members.
- Analyze how successfully putting your house in order can provide financial security for the rest of your life.
WHO SHOULD ATTEND
This exclusive video event is for businesses of all kinds, and will be of special interest to:
- Business Owners
- Entrepreneurs
- Senior Managers
- Accountants and Lawyers, whose practices serve family business clients
No matter what kind of company or organization you run, or its size, you will benefit by hearing Peter Merrick’s insights.
Register Now For This Free One Hour Webinar
Sponsored By Canada's Credit Unions