POWER LUNCH: Financial Options for Entrepreneurs with National Bank Financial
Presented by:
We hope you'll join us at the Chamber for a light lunch along with an afternoon of networking with other members and learning from industry experts. FREE for members only!
Patrick Munkittrick from National Bank Financial will be in to discuss financial options for established business owners. Patrick and his team have worked with helping business owners successfully sell and transition their companies. The presentation will be catered towards entrepreneurs considering retirement options and different avenues available for business transition. As with any financial decision taxation and estate concerns will be discussed in the presentation as they remain the core concerns with retirement and financial planning.
About the Presenter:
Patrick Munkittrick, Associate Investment Advisor, National Bank Financial
In the early years of his career Patrick’s focus was directed toward wealth and estate planning services for consultants and small businesses.
As an Associate Investment Advisor he holds all personal insurance licenses and works within a full-service investment brokerage in the city of Halifax with National Bank Financial.
He has partnered with a senior Investment Advisor who maintains the same focus and drive to continue serving business owners by helping them overcome financial barriers and concerns.
Would you like to host your own Power Lunch to educate members on an interesting or informative topic within your industry? Reach out to Kayla Lynch, Event Coordinator at kayla@halifaxchamber.com
Date and Time
Wednesday Mar 11, 2020
12:00 PM - 1:30 PM ADT
Wednesday March 11th, 2020
12:00 PM -1:30 PM
Location
Halifax Chamber of Commerce Building
32 Akerley Blvd, Dartmouth NS B3B 1N1
Fees/Admission
Free for Members Only - RSVP Requested
Limited Seating Available
Light Lunch Provided
Contact Information
Kayla Lynch,
Event Coordinator
(902) 481-1229
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