Lunch & Learn with the Chamber: Secure What You’ve Built: Protecting Your Business and Your Future

Description

Financial Foundations Series – Lunch & Learn

In partnership with the Better Business Bureau

The Lethbridge Chamber of Commerce Financial Foundation Series brings together industry experts to share practical insights, strategies, and tools to support business growth and long-term success.

All Business Growth Series Lunch & Learn sessions take place at The Loft on 5th 427 5 St S #200, Lethbridge, AB, from 11:30 AM – 1:00 PM, and include lunch.

Secure What You’ve Built: Protecting Your Business and Your Future

Presented by Aviso Wealth and Aviso Insurance Inc.
Date: June 9th

Building and growing your business takes time, effort, and commitment; protecting it is just as important.
In the final session of our Financial Foundations Series, we shift focus to risk management, long-term planning, and safeguarding both your business and your personal financial future. This session will walk through key strategies to help you prepare for the unexpected, protect what you’ve built, and plan with confidence for what comes next.
You’ll explore essential insurance considerations, contingency planning, and ways to protect your income as a business owner. The session will also cover tax-efficient wealth strategies, succession and exit planning, and important estate considerations to ensure your business and legacy are set up for long-term success.

Whether you’re thinking about the future of your business or simply want greater peace of mind today, this session will provide practical insights you can act on right away.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Insurance Inc. offers financial planning, life insurance, and investments to members of credit unions and their communities.