Join us for an engaging luncheon where we’ll explore key strategies for business owners planning their exit and legacy. Get insights from Richard Chang, Director, Tax & Estate Planning, Canada Life, while networking with fellow professionals over a delicious meal. What to Expect: ✔ Tax Updates – How new changes impact succession planning ✔ Transition Challenges – Common obstacles and solutions ✔ Cost of Inaction – Financial and operational risks of poor planning ✔ Transition Options – External sales vs. passing to family ✔ Philanthropy Integration – Including charitable giving in succession plans Gain valuable insights to guide your clients through their business transition journey. |