Courses Listings

Is your Financial Health Outstanding?

About this Seminar

1. Learn about how insurance can not only protect your practice, but become a valuable asset for your business and retirement.

2. How will the tax changes to professional corporations impact you, your family, and your practice?  What steps you need to take to take advantage of existing tax and retirement strategies to ensure your transition to retirement is smooth and profitable.

3. Discover the most common mistakes of investing and strategies you need to learn to meet all your financial goals.  Topics that will be discussed: reducing the management fees on your investments; guaranteeing your income in retirement; benefits of top tax savings strategies; and others.

Presenters

Brent Misener

Brent Misener, CFP, BA - Raymond James Ltd.

Zenon Zemluk

CFP - Raymond James Ltd.

Nicholas Suderman

CPA, CA

About Brent Misener

Brent Misener, CFP, BA - Raymond James Ltd.

Brent is a Certified Financial Planner with Raymond James Ltd. in Saskatoon. He began his career as a financial advisor with Edward Jones in 2007 and in 2012, moved his business practice to Raymond James where he works business owners, medical professionals, business executives, and retired individuals. His considerable education and experience have molded his business philosophy. Brent has spoken in front of various business groups and organizations about sound financial planning and investing

In addition to completing the Canadian Securities and the Canadian Insurance Course, Brent has achieved the designation of Certified Financial Planner and earned Bachelor of Arts degrees from the University of Manitoba and the University of Calgary.

About Zenon Zemluk

CFP - Raymond James Ltd.

As a Certified Financial Planner (CFP) with more than 18 years of experience in the financial services industry, Zenon advises clients on a broad range of financial planning strategies.

Zenon understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.

For business owners, Zenon specializes in business insurance strategies to alleviate the stress of employee retention concerns and benefit the owner with potential tax advantages. Zenon also works with individual families to help them understand how much is enough for their specific goals and objectives.

About Nicholas Suderman

CPA, CA

I began working in public accounting in 2008 and have an accounting background, along with my CPA, CA. I started with the Canadian Private domestic tax group of the Saskatoon office of Deloitte in September 2016. Currently my work focuses primarily on domestic Canadian income tax compliance for private corporations and other miscellaneous tax projects (including estate planning and voluntary disclosures). I also spent a year and a half as the GST Specialist at another accounting firm. What strengthens me is training junior staff and finding effective solutions for my clients.

 

 

Manager - Private Tax
306-343-4227
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Cost

DesignationCost
Dental Assistant Cost $50.00
Non-Sk Dentist Cost $150.00
Dental Therapist Cost $50.00
Dental Hygienist Cost $50.00
Dentist Cost $150.00
  • Location Saskatoon, U of S Room 2334 (E Wing, Health Sciences Building)
  • Date 2018 June 08
  • Start time 10:00 am
  • End time 2:00 pm
  • Credit hours 4
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