First Annual National Conference on Pensions for CCPCs

About 1.4 million Canadians are business owners under the age of 71 who are receiving some form of T4 income from their own companies, and there’s an opportunity to trigger massive tax savings with 7 extra deductions beyond what the RRSP offers. Why should your clients give that hard-earned cash to the CRA when it can be put to work in a tax-sheltered account in their name instead? Learn more at the first annual virtual Pension Conference for Accounting Firm Partners and their staff taking place on November 30, 2021!

National Conference on Pensions for CCPCs

Theme: Future-Proofing the Next Generation of Canadian Controlled Private

 Corporation Owner-Managers

Owner-managers have important tax planning options for retirement not typically introduced by their advisors.  Delegates will have the opportunity to earn CE Credits while positioning themselves with a new value proposition. Advisors from the accounting and financial services who work with SME owner-managers who run a CCPC will benefit from attending this half day virtual conference and will gain new knowledge on:

  • New Trends in managing finances for small business owners
  • Rise of the gig economy and new wealth
  • New tax, retirement and estate planning options

 

In addition, you’ll learn and discuss the following:

  • How post pandemic recovery has changed financial and wealth planning needs
  • Why estate and succession planning is front and centre in the minds of small business owners
  • Why new and future owners have to do tax, retirement and business planning immediately

 

Check out the detailed agenda!

For more information, visit the interactive online version, which will give you the opportunity to learn more about the speakers and exclusive corporate sponsor.

9:00 CT

KB AUDITORIUM OPENS

WELCOME DELEGATES

INFORMATION FROM OUR SPONSORS AND KNOWLEDGE BUREAU, NETWORKING WITH FACULTY

9:30

OPENING REMARKS

SARAH WIDMEYER, RICHARDSON WEALTH

9:45 – 10:15

OPENING KEYNOTE CRITICAL PENSION ISSUES FOR SMEs IN CANADA

DAN KELLY, PRESIDENT, CFIB

12:30 – 1:00

INDUSTRY TRENDS:

RISE OF GIG ECONOMY, AND WEALTH

EVELYN JACKS, PRESIDENT

KNOWLEDGE BUREAU

12:00 – 12:30

CLASSIC TAX AND ESTATE PLANNING STRATEGIES 

RYAN KNIPFEL, MAUREEN GLENN

RICHARDSON WEALTH

10:15-10:30

BREAK

 

10:30 – 11:30

WHAT’S MISSING: 

SETTING UP THE PPP

JP LAPORTE, INTEGRIS PENSION MANAGEMENT CORP

11:30 – 12:00

PENSION STYLE INVESTMENT STRATEGIES

CRAIG MACHEL, JAMIE PRICE

RICHARDSON WEALTH

 

CLOSING COMMENTS

SARAH WIDMEYER, RICHARDSON WEALTH