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

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

Financial Security & Business Resilience for Entrepreneurs

As an entrepreneur, protecting your income and your business is essential to long-term success. Learn practical strategies to help safeguard your business, your family, and your financial future.

Many business owners focus on growth but may overlook the financial protection strategies that can help them navigate unexpected challenges. Illness, disability, market changes, or other unforeseen events can significantly affect personal income, business operations, and long-term goals. The right planning can help you build resilience and prepare for uncertainty with confidence.

Why Financial Protection Matters

Whether you’re starting a new venture or growing an established business, financial security plays a critical role in long-term success. Having a plan in place can help protect what you’ve built, reduce financial vulnerability, and support business continuity when unexpected situations arise.

This workshop is designed specifically for entrepreneurs, self-employed professionals, freelancers, consultants, and small business owners looking to strengthen their financial foundations and make informed decisions for the future.

What You Will Learn

Identify Common Financial Risks

Understand the financial risks that entrepreneurs and self-employed professionals face and learn how to proactively prepare for them.

Protect Your Income and Your Business

Discover how insurance solutions can help protect personal income, family finances, and day-to-day business operations.

Strengthen Business Continuity

Explore strategies that can help your business continue operating in the event of illness, disability, or unexpected life events.

Support Long-Term Growth

Learn how financial planning tools can help support business growth, retirement planning, and long-term financial security.

Explore Tax-Efficient Strategies

Gain an introduction to planning opportunities available to incorporated business owners and learn how strategic planning can contribute to future success.

Plan for the Future

Understand key person protection and succession planning considerations that are important for growing businesses.

Who Should Attend?

  • Aspiring entrepreneurs
  • Start-up founders
  • Self-employed professionals
  • Freelancers and independent contractors
  • Incorporated consultants
  • Small business owners
  • Owners and leaders of growing SMEs

Event Details

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

Reserve Your Spot Today

If you want to better protect your income, strengthen your business, and prepare for future opportunities and challenges, this workshop is for you. Our guest speakers will provide practical insights and actionable strategies that can help you build greater financial confidence and long-term resilience.

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

About the speakers

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.

Details

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