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Title

Members' Speaker Series:  A Business Solution for Health Risks!

Event Description

Description:
The success of a company depends largely on the contribution of key leaders, employees, and partners. The sudden loss of one of these key contributors, even temporarily, can threaten the future of the company. The Executive Health Savings Plan (“EHSP”) was created to hedge against the economic risk caused by serious illness of a shareholder, executive, or other key employee. The EHSP is a joint ownership risk management strategy that allows business people to protect the company against the financial consequences caused by their prolonged absence. It ensures the continuity of the business in the event the shareholder/key employee becomes ill and provides the shareholder/key employee with a financial benefit if they remain in good health.

John Kitcher will lead a presentation into one of the advanced risk management concept that he provides to clients. The audience will be presented with an application of the split dollar concept and how this solution creates a win-win scenario for clients.

John is an independent financial advisor sponsored by Desjardins Financial Security Independent Network. His clients included selected CPA and CFA charter holders, and their clients. He helps clients build and protect wealth over generations. John holds a CFA and a CPA designation. He has over ten years experience in the financial services industry. He is a fully licensed insurance agent and a licensed mutual fund agent.

Date:   May 10, 2017
Place:  ALT Hotel 185 Slater St.
Time:   8:00am – 9:15am
Price:   Free (includes breakfast).  ​
 
Advance registration is required.  Click here to register. 

Registration deadline is May 5, 2017.
 
Roxana Lund 
Program Chair, CFA Society Ottawa ​
 
Wesley Blight, CFA 
CFA President, CFA Society Ottawa 

Speaker

John Kitcher, CFA, CPA

Event Type

Society

Education Topic

 

Start Time

5/10/2017 8:00 AM

End Time

5/10/2017 9:00 AM

Event City

Ottawa

Event State/Province

ON

Event Country

Canada

Event Region

Americas

Location Info

​ ALT Hotel 185 Slater St., Ottawa, ON

CE Credits

0

SER Credit

0

Currency

CAD

Member Price

Free

Non-Member Price

Free

Candidate Price

Free

Registration

Click here​ to register.  Registration deadline is May 5, 2017.

All Day Event

 

Recurrence

 

Date

5/10/2017

Attachments

Content Type: MyCFA Calendar
Created at 4/2/2017 7:39 PM by admin@cfaottawa.ca
Last modified at 5/3/2017 11:37 AM by admin@cfaottawa.ca