Courses Listings

How Is Your Financial Health?

About this Seminar

1. Learn about how insurance can not only protect your practice, but become a valuable asset for your business and retirement.

2. How will the tax changes to professional corporations impact you, your family, and your practice? What steps you need to take to take advantage of existing tax and retirement strategies to ensure your transition to retirement is smooth and profitable.

3. Discover the most common mistakes of investing and strategies you need to learn to meet all your financial goals. Topics that will be discussed: reducing the management fees on your investments; guaranteeing your income in retirement; benefits of top tax savings strategies; and others.

4. We will have 2 associates from Baker Tilly to discuss the latest trends in the accounting industry and how it will help automate most of your internal accounting function. How will cloud computing affect your practice with syncing up data from Dentrix and Henry Schein to your accounting software? What different options are available for your corporate structure for effective tax planning? What is the best corporate structure when partnering with other dentists? From document management, to cash flow forecasting, to time tracking, there are resources available to make an impact in your practice right away.

Presenters

Brent Misener

CFP, BA - Raymond James Ltd.

Zenon Zemluk

CFP - Raymond James Ltd.

Lenny Williams

Accountant | Baker Tilly SK LLP

Trevor Reid

CPA, CA | Partner | Baker Tilly SK LLP

About Brent Misener

CFP, BA - Raymond James Ltd.

Brent is a Certified Financial Planner with Raymond James Ltd. in Saskatoon. He began his career as a financial advisor with Edward Jones in 2007 and in 2012, moved his business practice to Raymond James where he works business owners, medical professionals, business executives, and retired individuals. His considerable education and experience have molded his business philosophy. Brent has spoken in front of various business groups and organizations about sound financial planning and investing
In addition to completing the Canadian Securities and the Canadian Insurance Course, Brent has achieved the designation of Certified Financial Planner and earned Bachelor of Arts degrees from the University of Manitoba and the University of Calgary.

About Zenon Zemluk

CFP - Raymond James Ltd.

As a Certified Financial Planner (CFP) with more than 18 years of experience in the financial services industry, Zenon advises clients on a broad range of financial planning strategies.
Zenon understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
For business owners, Zenon specializes in business insurance strategies to alleviate the stress of employee retention concerns and benefit the owner with potential tax advantages. Zenon also works with individual families to help them understand how much is enough for their specific goals and objectives.

About Lenny Williams

Accountant | Baker Tilly SK LLP

Lenny graduated from the Edwards School of Business with a Bachelor of Commerce in Accounting. Prior to joining Bakertilly he had co-founded a data automation company and relocated to Toronto. Since joining the firm Lenny has helped launch the Bakertilly ADVANTAGE Accounting Services for the Saskatoon office. He is the cloud accounting expert.

About Trevor Reid

CPA, CA | Partner | Baker Tilly SK LLP

Trevor graduated from Briercrest College with his Bachelors of Business Administration in Accounting in 2004 and successfully challenged the UFE Chartered Accountancy examination in 2008, gaining his CA designation. In 2015 he completed the CPA In-depth tax course.

Trevor is experienced in preparing financial statements, personal and corporate tax planning and preparation, US tax planning and preparation, partnership tax returns and corporate reorganization. Trevor has also been involved in implementing new workflow processes and implementing software changes and updates.

Trevor works with owner-managed clients to complete their personal and corporate tax returns, as well as assists in planning the structure of ownership of their companies.

Cost

DesignationCost
Dental Assistant Cost $75.00
Non-Sk Dentist Cost $150.00
Dental Therapist Cost $75.00
Dental Hygienist Cost $75.00
Dentist Cost $75.00
Pricing as of 2019-11-23 to 2019-12-07
Dental Therapist Cost $100.00
Dental Hygienist Cost $100.00
Dentist Cost $100.00
Dental Assistant Cost $100.00
Non-Sk Dentist Cost $250.00
  • Location ALT HOTEL - 480 2 Ave S, Sasktatoon (across the street from the Remai Modern)
  • Date 2019 December 07
  • Start time 9:00 am
  • End time 2:00 pm
  • Credit hours 4
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