Description

Whether you’re the owner of a company, or self-employed, being a business owner means more complicated finances. This is why integrating your business into your financial plan is so important.  Gain essential strategies that will provide clarity to what may be missing in your plan.

Learning Outcomes

• Understanding the sources of business owner wealth
• Growing and accessing your wealth
• How to protect your income
• How to reduce potential risks to yourself and business
• Cash flow management & tax savings strategies

CMTO STRiVE Career-Span Competencies

Manage Time and Resources Effectively – this webinar helps RMTs focus on their clients so they don’t have to guess at what they need to keep it running/ start a business.

Practice in a manner consistent with current developments in the profession – staying up to date with current financial planning strategies is critical to supporting your clients.

About the Presenter

Tapas Bagchi, Senior Consultant at IG Wealth Management 

Tapas Bagchi is a seasoned Senior Consultant at IG Wealth Management, specializing in comprehensive financial planning for individuals and businesses. With years of experience in the financial industry, Tapas brings a wealth of knowledge and expertise.

IG Wealth Management:

We are committed to your financial well-being At IG Wealth Management, we believe there’s never been a more important time for truly comprehensive financial advice. As personal and financial lives become increasingly complex, IG Advisors set themselves apart from other financial advisors by taking the time to understand our clients’ unique needs and aspirations. This deep discovery builds lifelong relationships that lead to greater financial well-being.

Notes:
-Registration Deadline: Tuesday, June 25 by 9:00am.
-All webinar registrations are on a first-come, first-served basis due to limited capacity on total registrations per webinar. 
-Webinar will be recorded. All registered participants will receive a link to the webinar recording. Access to the recording will be available for upto 3 months from the webinar date.

Recording Consent Disclaimer for RMTAO Webinars:
This webinar will be recorded. By registering for the event, you are providing your consent to being recorded and the use of your image and voice by the RMTAO in replaying the webinar in the future.