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Event Details

Education Dinner Presentation

August  16, 2022    Mississauga, ON
Mississauga business owners! Want to attract and retain better employees? Want to save on taxes and retire with a lifetime income stream? Caldwell Insurance will be hosting an educational dinner session at Alioli Ristorante discussing the issues and solutions of modern business owners. Khush Dhaliwal (KD), Caldwell Insurance Services, discussing Group Insurance Plans and Group RRSP's: Business owners in 2022 are having a difficult time attracting and retaining employees. One of the best ways to do that is to offer up comprehensive benefit programs (insurance, groups RRSP's, etc) that are tailored to match the needs of current or desired employees and structured to maximize efficiency. KD will be discussing how these plans can be created and the impact it has made on his clients business. More than that, he will also discuss best practices around educating employees on their benefit packages to make sure they understand what you are providing them and how it is superior. Anthony Schifano, Guest Speaker from Caldwell Securities, discussing Individual Pension Plans: Take your retirement planning to an exclusive level through implementation of an Individual Pension Plan. Create a pension plan, similar to the ones teachers and public sector employees brag about, that includes a guaranteed growth rate and inflation adjusted income stream for life. Save more on corporate and personal taxes by contributing up to 60% more than an RRSP and potentially retire with $1,000,000 more.
Contact:aschifano@caldwellsecurities.com
URL:https://forms.gle/5QVkoekxM6m8pqqB7
Where: Alioli Ristorante - 350 Burnhamthorpe Rd W
Time: 5:30pm
Cost:Free
Hosted by:Caldwell Insurance Services Ltd