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How to transition from your business to your retirement

As a business owner, have you considered your comprehensive retirement plan?

Did you know 76% of small business owners are planning to leave their business, but only 9% have a formal plan in place?

Join Amanda Lang and IG expert Aurèle Courcelles, AVP Tax & Estate Planning as they discuss how to navigate retirement when owning a business.

This session will cover:

• Establishing where you currently are in the process
• Options to monetize your business
• Developing an equitable estate/business transfer plan
• How to protect you, and your business, from unexpected events
• Recruiting the best team

There will also be a virtual Q&A at the end of the discussion to answer some of your questions.

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December 22

Holiday Office Closure

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March 7

Tax Refunds: Why it’s better not to get one