Enriched Thinking Series for Dental Professionals

This program will feature a conversation on the topic of Tax Efficient Investing for incorporated professionals and developing your Financial Independence number.

You will be able to apply these concepts to your own plans to better align your goals, and ensure that you are not leaving anything on the table when it comes to your family.

Tax Efficient Investing

  • Individual Pension Plans

  • Permanent Insurance

  • Corporate Class Portfolio

Financial Independence Number

  • How much do I have?

  • How much will I need?

  • What do I need to save?

  • What is the probability of achieving that goal?


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