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SEPPP (Self Employed Personalized Pension Plan)

  • Lifeplan Financial Group 3298 Tennyson Avenue Victoria, BC, V8Z 3P3 Canada (map)

SEPP with Michael Byrne:
 Would you like to earn referral income and service fees on accounts averaging $500,000 and up for 10 years or more?
 Do you have clients or want to prospect clients that are incorporated professional or business owners annually earning $100,000 plus?
Are they: Interested in reducing taxes? Looking to move money from the corporation tax free? Interested in tax exempt rollover of retirement assets to next generation?

Earlier Event: December 9
Later Event: January 13
Equitable Life: Affluent Market