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Financial Wellness Masterclass #3 – Maximizing the Benefits of Being Incorporated
January 16 @ 7:00 pm - 8:15 pm
This BHMSA financial masterclass series is designed to help you take control of your finances by learning essential and advanced money management strategies based on your career stage.
This year there will be 4 workshops focused on the 4 career stages:
- New to Practice: 0-6 years in practice – September 19, 2022
- Mid-Career: 6-11 years in practice – November 14, 2022
- Late-Career: 11-20 year in practice – January 16, 2023
- 20+ Years in Practice: Retirement, Tax & Estate – March 27, 2023
Workshop #3 – Maximizing the Benefits of Being Incorporated
Considering the impact of the new PMA on remuneration, get the most out of being incorporated and unlocking the cash inside your corporation. Learn best practices in the areas of tax, insurance, and investment management to keep more of what you earn and create tax-efficient sources of retirement income.
Date: Monday, January 16, 2023
About the Presenters: Alphil Guilaran and Bobby Ning:
Alphil Guilaran and Bobby Ning are the founders of Financial Literacy Counsel and the winners of the 2020 IFSE Institute Financial Literacy Champion of the year award.
Founded in 1999, Financial Literacy Counsel is a boutique financial education and financial planning company committed to “moving Canadians financially forward”.
They began teaching doctors in 2003 through UBC Medicine and were contracted in 2011 by Vancouver Coastal Health to provide financial education and coaching to healthcare professionals. FLCs programs are also delivered through BC Doctors of Optometry, Resident Doctors of BC, UBC CPD, Vancouver Division of Family Practice, Chartered Professional Accountants of BC (CPA-BC) and Continuing Legal Education Society of BC (CLE-BC).