LEARN TO USE Pension Legislation to Save Taxes and Grow your AUM SPEAKERS: Jean-Pierre Laporte, CEO, INTEGRIS Pension Management Corp and Mark Taucar, CFA, ACCILENT SELECT Discretionary Asset Management In a post-pandemic world, it is inevitable that taxes will increase as the government seeks to recoup some of the money distributed in its emergency relief efforts. You have an important opportunity to become an indispensable partner to business owners using Personal Pension Plans to minimize taxes, protect wealth, and accumulate new assets. Personal Pension Plans (PPP®) offer five critical features to protect small business owners and their families: · Creditor protection under pension legislation · Super priority under bankruptcy laws · The ability to create new registered pension room using special payments, past service and terminal funding · Enhanced basic portfolio management techniques · A means for surviving family members to avoid tax consequences of the deemed disposition rules should death occur Jean-Pierre Laporte, MA, BA, JD, is CEO of INTEGRIS Pension Management Corp., is a pension lawyer. JP has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance. Together with Mark Taucar, CFA, he has co-authored a new certificate course for financial advisors who want to become accredited in providing advice on integrating a Personal Pension Plan strategy for their clients. IFB members can get a significant discount on the Personal Pension Planning course offered exclusively through the Knowledge Bureau.. A free trial is available in advance and members can start at any time. Be sure to attend this session at the IFB Fall Virtual Summit to learn how a PPP® can benefit your clients (or your own family business)! | 
