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Financial Strategies for Small Business Success

How Holistic Financial Planning Can Secure Your Future


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

May 31, 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 May 31.

What Will I Learn?

  • How HSA and WSA can work for small businesses.

  • Advantages and differences between HSA and more traditional group benefit plans.

  • How a business owner can plan for retirement in a tax-efficient way.

  • Key considerations for saving for retirement.

Presented By


This session is delivered online via Zoom. A few tips to accessing your webinar content:

  • Registration closes 2 hours before the session start time.
  • Once registered,  you will receive the Zoom link for the webinar twice: 24 hours before the start time and 1 hour before. For support with Zoom setup, click here.
  • Missed the live session? No problem. All registrants will receive access to the recording for seven days after the live session.
Session Date & Time
May 23 at 11:30 AM to May 31 at 12:30 PM
  • Length: 1 Hour
  • Language: English
  • Subject: Financial Management
  • Price: $19.00
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We respectfully acknowledge our place of work is within the ancestral, traditional and unceded territories of the Xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish) and səl̓ilwətaʔɬ/sel̓ílwitulh (Tsleil-Waututh) and that we serve the Peoples of the many Nations throughout British Columbia.