How to Extract Tax Free Money from your Dental Corporation - Advancing the Financial Wellness of Dentists
About this Seminar
Learn about creating personalized financial strategies for your dental practice in an informative session with Shane Dewling, Investment Planning Advisor with CDSPI Advisory Services Inc., John McSherry, Portfolio Manager, Cumberland Private Wealth Management Inc. and John Wordsworth, President, Lengvari and Associates. John Wordsworth will walk you through a series of real scenarios that demonstrate how to tax efficiently unlock trapped cash from your corporation to fund retirement while also protecting your family and the assets you’ve worked so hard to build. Shane Dewling and John McSherry will dive into 2022 to discuss inflation at 40-year highs, geopolitics and what's next.
You will learn how
- Permanent insurance can solve business continuity and family estate liquidity needs
- Business owners can create personalized strategies
- A collaborative and objective approach helps streamline an often-complicated topic in insurance
- To make an informed retirement and succession planning decision
Presenters
BA, CFP®, FMA, Investment Planning CDSPI Advisory Services Inc. Advisor,
President Lengvari & Associates
Portfolio Manager, Cumberland Private Wealth Management Inc.
About Shane Dewling
BA, CFP®, FMA, Investment Planning CDSPI Advisory Services Inc. Advisor,
Shane Dewling joined CDSPI Advisory Services Inc. in 2015 as an Investment Planning Advisor for dental professionals and their families. He provides investment planning expertise in the areas of tax planning, estate planning, retirement and wealth management. Shane is also well versed in helping dentists leverage their business assets through the incorporation or sale of their dental practice.
About John Wordsworth
President Lengvari & Associates
John Wordsworth is a recognized authority on the advanced use of life insurance within private corporations. In his role as President and CEO of Lengvari & Associates, he provides technical and sales support to advisors on complex insurance cases. His expertise supports clients in efficiently funding estate obligations upon death, Buy-Sell agreements, Key Person insurance and full cost recovery for Corporate Charitable Giving plans. John looks at problems from the client's perspective and is constantly improving the life insurance buying process - to not only be cost-effective, but to maximize the way the Income Tax Act treats life insurance.
About John McSherry
Portfolio Manager, Cumberland Private Wealth Management Inc.
John McSherry is a Portfolio Manager at Cumberland Private Wealth Management Inc., having started his career at the firm in 2014. Through continued self-education, valuable experiences and his full commitment, he successfully progressed to senior client relationship roles at Cumberland. Mr. McSherry focuses his efforts on a client experience that is founded on the combination of financial planning and portfolio management principles, to ensure every client’s wealth and financial goals are managed holistically.