Discover, Empower, Act - A Series of Workshops and Discussions on Issues That Will Impact Business Owners

We are pleased to announce our upcoming workshop schedule. These free information sessions are held at the offices of Erb and Erb Insurance Brokers Ltd. at 30 Queen Street North Kitchener on the dates and times indicated below. Please call us to register for the workshop(s) at 519.579.4270, 800.265.2634 or email us at workshops@erb-erb.com

 

2016 Business Owner Fall Sessions

Duel Will Strategy - A Must for All Business Owners

The Ontario Government introduced changes to estate administration in 2015 that mean that 'best practices' now suggest having two wills rather than one for most people. We explain the what, how, and why and the cost to set it up.

Workshop presented by:
Jim Kibble, Tom Kaufman & Mike Onotsky

November 10: 3:30 pm - 4:30 pm Register

Why Many Family Businesses Are Now Using Family Trusts

Many business owners utilize family trusts as a way to 'sprinkle' income to family members in a manner that minimizes income taxes. We explain the process and other ways family trusts can be used by business owners.

Workshop presented by:
Jim Kibble & Tom Kaufman 

TBD

Family Cottages and Vacation Properties - Issues and Planning Opportunities

This workshop will look at situations that come from our client files and the kinds of planning opportunities that are available to bring the best results and avoid the worst!

Workshop presented by:
Jim Kibble, Tom Kaufman & Mike Onotsky

October 25: 8:30 am - 9:30 am Register

Group Benefit Insurance - Creative Solutions You May Not Have Seen

We look at several creative ways that a business can control its group benefit costs over time while keeping flexible and affordable benefit programs in place for employees.

Workshop presented by:
Rob Dubois

October 19: 8:30 am - 9:30 am Register

Business Succession Planning - Options and Exit Strategies

The art and science of business succession planning is explored using examples from our consulting practice. We will cover some pitfalls to avoid and processes to follow.

Workshop presented by:
Jim Kibble & Tom Kaufman

TBD

Tax Friendly Retirement Investment Alternatives Beyond RRSP & TFSA

Higher income business owners and professionals have several options open including 'retirement compensation agreements,' 'individual pension plans' and 'personal pension plans.'

Workshop presented by:
Tom Kaufman & Mike Onotsky

November 8: 8:30 am - 9:30 am Register

Shareholder Agreements - Basic Concepts and Beyond

Every business owner should have a signed shareholder agreement that determines what happens at the death, disability, departure and retirement of a shareholder. We will discuss the do's and don'ts of getting your agreement to the finish line.

Workshop presented by:
Jim Kibble and Tom Kaufman

TBD

 


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