NSBA Listen Up Seminar Series Presents “I’m a Business Owner…Now What?” A Panel Discussion Moderated by Darren Ulmer (April 24, 2023)

Join us for our Listen Up Seminar Series  Event exclusive to NSBA Members Only!
I’m a Business Owner… Now What?

A Panel Discussion Moderated by Darren Ulmer, Sun Life, White Owl Financial Solutions, CastleGate Financial Solutions

Topics:

• Do I Need a Bookkeeper?
• Do I need a Bookkeeper and Accountant? What’s the difference?
• When Should I Incorporate?
• What is the Difference Between an Operating and a Holding Company?
• Do I need Both?
• How Do I Pay Myself?
• How Do I Save for my Own Retirement?
• Do I Need a Lawyer?

Presentation by:
Moderator: Darren Ulmer, White Owl Financial Solutions
Alexandra Barlas, McKercher LLP
Charidy Clubbe, CDC Bookkeeping
Bryan Popowich, KPMG Accountants B.V
Thomas Wimmer, Sun Life