From: Michael Silicz, Portfolio Manager and Investment Advisor, Feb. 13, 2020, by: Joama Consulting/ECCA-MB, Canada/Africa
I just wanted to let you know that we are getting ready to do another Insurance & Investing Dinner Presentation for business owners and foundations at 6PM on Wednesday February 26 at Rady JCC.
Daniel Worb from Worb Financial will be presenting on the topic of insurance strategies, and I will be presenting on the topic of investing strategies.
We will also be covering a unique strategy that combines insurance and investing which can be used to create funding for projects, stabilize cash flow, and improve tax efficiency, while also providing bonus life insurance coverage. The presentation is very relevant for business owners and foundation directors, as well as lawyers, accountants, and investors.