Full name
*
Email
*
Business name
*
Are you a Kawartha member?
*
Yes
No
Which event would you like to attend?
*
Huntsville — October 14, 4–6 p.m. | Home2 Suites by Hilton
Peterborough — October 19, 4–6 p.m. | Canadian Canoe Museum
Kingston — October 27, 4–6 p.m. | Delta Hotels Kingston Waterfront
Tell us a little about what matters to you. Your responses will help us tailor the conversation to attendees.
Building and protecting my wealth
Connecting my business and personal financial goals
Investing or making the most of business assets
Retirement and succession planning
Tax and financial planning considerations
How is your business structured?
Sole proprietorship
Partnership
Corporation
Other
Not sure / Prefer not to say
Is business succession or retirement planning currently on your radar?
Yes — within the next 1–3 years
Yes — within the next 4–5 years
Yes — further down the road
Not currently
Reserve your spot