Financial Planning is the heart of every viable business. But aside from solid bookkeeping and accounting, are you taking advantage of other strategies to help you reach your long-term financial goals? This two-part webinar series will help you discover a new approach to investing in your employees’ health and learn to plan for your retirement as a small business owner effectively.

Join Parisa Pajooh, an investment and financial planning professional, for these informative webinars. Registration provides access to both webinars.

Part 1: Health and Wellness Spending Accounts for Small Business

May 23, 2024, from 11:30 am to 12:30 pm

Implementing health benefit plans in your business is a great way to promote workplace health and attract and retain staff. The Health Spending Account (HSA) and Wellness Spending Account (WSA) are tax-efficient alternatives to a traditional group benefit plan. You will learn about how these programs work, the eligible expenses, and how they can be tax-beneficial for employers.

Part 2: Retirement Income Planning for Small Business

June 7, 2024, from 11:30 am to 12:30 pm

While you are planning the financial projection of your business, are you also planning how you will fund your retirement? Taking a more holistic look at the finances between you and your business will help you better manage your financial goals and expectations. You will learn about using RRSP and Pension Plans, minimizing taxes on earnings, and retiring at a desired age.

Note: This webinar series has been rescheduled. The new dates are May 23 and June 7.

Part 1 has passed. If you would like to register for access to Part 2 and a recording of Part 1, please reach out to [email protected]