{"id":495737,"date":"2024-11-04T08:00:55","date_gmt":"2024-11-04T13:00:55","guid":{"rendered":"https:\/\/www.investmentexecutive.com\/?p=495737"},"modified":"2024-12-18T12:50:18","modified_gmt":"2024-12-18T17:50:18","slug":"decumulation-for-business-owners-incorporated-professionals-and-holdco-shareholders","status":"publish","type":"post","link":"https:\/\/www.investmentexecutive.com\/tools_\/webinars\/decumulation-for-business-owners-incorporated-professionals-and-holdco-shareholders\/","title":{"rendered":"Decumulation for business owners, incorporated professionals and holdco shareholders"},"content":{"rendered":"\r\n<p>Business owners require careful planning to achieve a tax-efficient retirement, particularly given changes to the capital gains inclusion rate and the taxation of passive income.<\/p>\r\n\r\n\r\n\r\n<p>In this virtual roundtable replay, which aired live on <strong>Thursday, November 28, 2024, at 1:00pm ET<\/strong>, hosted by Advisor.ca and <em>Investment Executive<\/em>, panellists discuss the pertinent planning issues and how to address them.<\/p>\r\n\r\n\r\n\r\n<p>Presented by: <br \/><strong>Wilmot George<\/strong>, Vice President and Head, Tax, Retirement &amp; Estate Planning, CI Global Asset Management <br \/><strong>John Natale<\/strong>, Head of Tax, Retirement &amp; Estate Planning Services, Manulife Investment Management <br \/><strong>Jing Roy<\/strong>, Vice President &amp; Director, Portfolio Manager, Asset Allocation, TD Asset Management Inc.<\/p>\r\n\r\n\r\n\r\n<p>Moderated by: <br \/><strong>Kevin Press<\/strong>, Editorial Director, Advisor.ca and <em>Investment Executive <\/em><\/p>\r\n<p><strong>Need CE credits?<\/strong><\/p>\r\n<p>Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by <a href=\"https:\/\/www.cecorner.ca\">CE Corner<\/a>.<\/p>\r\n<p>For those who missed the live webinar on <strong>Thursday, November 28, 2024 at 1:00 PM (ET),<\/strong> the recording is also available on <a href=\"https:\/\/cecorner.ca\/lesson\/decumulation-for-business-owners-incorpo\" target=\"_blank\" rel=\"noopener\">CE Corner<\/a>.<\/p>\r\n<p>You will be required to complete a quiz to obtain a CE certificate from CIRO Cycle 10 (IIROC) and FP Canada. CE accreditation is powered by \u00a0<a href=\"https:\/\/cecorner.ca\/lesson\/decumulation-for-business-owners-incorpo\">CE Corner<\/a>.<\/p>\r\n<p>If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from CIRO Cycle 10 (IIROC) and FP Canada, is ready.<\/p>\r\n<p>If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.<\/p>\r\n<p>If you have any questions, please contact\u00a0<a href=\"mailto:support@cecorner.ca\">support@cecorner.ca<\/a>.<\/p>\r\n\r\n<p><strong>Sponsored by:<\/strong><\/p>\r\n<p><img class=\"wp-image-492952 aligncenter\" src=\"https:\/\/www.investmentexecutive.com\/wp-content\/uploads\/sites\/3\/2024\/10\/CI-GAM-RGB_E-1.png\" alt=\"\" width=\"200\" height=\"84\" \/><img class=\"wp-image-492953 aligncenter\" src=\"https:\/\/www.investmentexecutive.com\/wp-content\/uploads\/sites\/3\/2024\/10\/Manulife_EN_stacked.png\" alt=\"\" width=\"250\" height=\"170\" \/><\/p>\r\n<p><img class=\"wp-image-492954 aligncenter\" src=\"https:\/\/www.investmentexecutive.com\/wp-content\/uploads\/sites\/3\/2024\/10\/TDAM_stacked_logo_digital_en.png\" alt=\"\" width=\"220\" height=\"75\" \/><\/p>\r\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>This virtual roundtable replay, will discuss the pertinent planning issues and how to address them<\/p>\n","protected":false},"author":179289,"featured_media":495738,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[5135,5136],"tags":[],"yst_prominent_words":[33765,70971,75987],"acf":[],"_links":{"self":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/495737"}],"collection":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/users\/179289"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/comments?post=495737"}],"version-history":[{"count":4,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/495737\/revisions"}],"predecessor-version":[{"id":498835,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/495737\/revisions\/498835"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/media\/495738"}],"wp:attachment":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/media?parent=495737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/categories?post=495737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/tags?post=495737"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/yst_prominent_words?post=495737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}