Fly On The Wall Webinar Series
Hello everybody and welcome to another one of IRONSHIELD Financial Planning’s “Fly On The Wall” webinars.
If this is your first time tuning in to a “Fly On The Wall” recording, let me quickly explain to you what this is.
You are going to experience what it’s like to be a “fly on the wall” during one of my update calls with a member of our Top Guns Network. This network is my personal network of specialists.
Every so often, I ask a member of my network to touch base with me to bring me up to speed on the latest happenings in their area. And when they call me, I record the call so you can be a “fly on the wall” for that call.
(Duration 41:09)
On this episode
I invited Dennis Serre, owner of Serre Financial, a successful group plans consulting firm with 50 years of extensive tax knowledge at their disposal and experience working with many financial institutions to develop new pension plan programs for all types of business needs.
Working closely with individuals and corporations, Serre Financial is focused on avoiding excessive fees and minimizing both taxes and future pension liabilities.
Dennis took time out to speak with me and explain the details of Individual Pension Plans and their benefits to business owners.
Please click on the video link above to watch & listen to the call.
For further information or to book your free no obligation appointment please call me directly at 416-626-6515.
