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Seminar for family-owned businesses in Delta

Family-owned businesses in Delta are invited to attend a complimentary financial investment seminar on Tuesday, June 19 from 6 to 8 p.m. at the Coast Tsawwassen Inn.
business
Family-owned businesses in Delta are invited to attend a complimentary financial investment seminar on Tuesday, June 19 from 6 to 8 p.m. at the Coast Tsawwassen Inn.

Family-owned businesses in Delta are invited to attend a complimentary financial investment seminar on Tuesday, June 19 from 6 to 8 p.m. at the Coast Tsawwassen Inn.

Joe Tablan, president of Clearpoint Wealth Management, will explain how business owners can take advantage of tax solutions to re-invest funds in their companies and have a positive impact in the community.

The seminar is also a fundraiser for the Dan’s Legacy Foundation which provides counselling and life-skills intervention programs for youth dealing with trauma-based mental health and addictions issues.

For each new client signed up at the seminar, Clearpoint Wealth Management will donate 10 per cent to Dan’s Legacy.

Space is limited to 30 guests. RSVP at joe@clearpointwm.com or call 604-377-1915.

Clearpoint Wealth Management is a Delta-based boutique financial planning firm that works with professionals, business owners and families, providing them with strategies and solutions to grow, maximize and protect their wealth.

 Dan’s Legacy provides therapeutic counselling and life-skills intervention programs to youth battling trauma-based mental health and addictions issues. In the past three years, Dan’s Legacy has helped over 150 youth to stabilize and meet their educational, housing and life-goals.