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NEW! Learn@lunch: Financial Security & Business Resilience for Entrepreneurs

September 10 @ 12:00 pm - 1:00 pm EDT

You work hard to build your business. But do you have a plan to protect it?

Unexpected events can put pressure on both your personal income and your business. Having a plan in place can help you prepare before that happens.

Join us for a free one-hour Learn@Lunch exploring practical financial strategies to help protect your income, strengthen your business continuity, and prepare for unexpected events.

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What You Will Learn

In this workshop, you’ll explore strategies to help you:

✓ Protect your income and business against unexpected challenges
✓ Strengthen your business’s financial continuity
✓ Plan for longer-term financial and retirement goals
✓ Understand tax-efficient approaches to financial planning
✓ Explore how insurance solutions can help protect personal income, family finances, and business operations
✓ Understand key-person protection and succession planning considerations for growing businesses

Is this workshop for you?

This workshop is designed for entrepreneurs, self-employed professionals, freelancers, consultants, and small business owners who want to better prepare for financial risks and protect what they’re building.

It could be especially useful if you’ve ever wondered:

What would happen to my income if I couldn’t work?
How would my business keep operating if something happened to me or another key person?
What financial risks should I be planning for now?
How can I better protect both my personal finances and my business?
What should I be thinking about now to prepare for the future?

If those questions sound familiar, this workshop is for you.

Event Details

      • Date: Thursday, September 10
      • Time: 12:00 PM – 1:00 PM
      • Location: Online
      • Presented in English

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Meet Your Speakers

Presented by Terrence Dawes, Financial Security Advisor, Sun Life, and Alexandre Kechayan, Business Development Partner, Sun Life

Terrence Dawes and Alexandre Kechayan work with entrepreneurs, self-employed professionals, and small business owners to help them build financial security, protect what they have worked hard to create, and prepare for long-term success.
Their approach focuses on understanding individual goals and recommending practical solutions that support both business growth and personal financial well-being.

 

 

*This free workshop is only possible thanks to our generous funders and partners.

To learn more about our services for entrepreneurs, click here.

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