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Join us for a Lunch & Learn with Lyle MacDougall, CFP and Will Lister, Account Executive while they discuss the guide to business owner taxation: tips, tricks and traps.
JOIN US AND LEARN:
Lyle has been in the financial planning industry for over 12 years in both management and in an advisory role. In his experience, he has seen clients rejoice with the birth of a new addition. He has seen tragedy with the death of a client?s family member. He has seen businesses succeed with great decisions and seen businesses struggle and fail because of poor planning. Lyle became a Certified Financial Planner (CFP) in 2010 after completing the education, experience and ethical components required by the Financial Planning Standards Council (FPSC)
Will has been in the insurance industry for 3+ years and specializes in Life & Group Benefits, as well as his growing experience in the commercial insurance sector. He brings with him 2 years of experience after working for a large life insurance brokerage firm and wealth of real-world experience after having spent 8 years as a tradesman in the construction industry. Will has a desire to work with his clients and ensure that together, they develop strategic plans that can grow alongside with them and ensure that any unforeseen events are covered appropriately.
Cancellation Policy: Event payment is due upon registration. An event registration is considered a commitment to pay. No cancellations, refunds or credits after 12:00 pm on Monday, November 18, 2019.
Wednesday Nov 20, 2019
12:00 PM - 1:30 PM PST
Wednesday, November 20, 2019
12:00 pm to 1:30 pm
Greater Langley Chamber of Commerce Boardroom
#207 - 8047 199
Members: $10.00 + GST
General Admission: $20.00 + GST
604-371-3770
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Printed courtesy of www.langleychamber.com/ – Contact the Greater Langley Chamber of Commerce for more information.
Unit #207- 8047 199 Street, Langley, BC V2Y 0E2 – 604-371-3770 – info@langleychamber.com