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What Self-Employed

What Self-Employed. Individuals. Need to know About. Financial Planning. Ken Zawalykut | www.kenzawalykut.ca Email: ken.zawalykut@ipcsecurities.com Phone: 905.372.0800. It’s All About Assets and Liabilities. Running your own business can affect: Your home Your income Your future.

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What Self-Employed

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  1. What Self-Employed Individuals Need to know About Financial Planning Ken Zawalykut | www.kenzawalykut.caEmail: ken.zawalykut@ipcsecurities.com Phone: 905.372.0800

  2. It’s All About Assets and Liabilities • Running your own business can affect: • Your home • Your income • Your future

  3. Your Home • Are you incorporated? Is there adequate separation between your personal assets and those of your business? • Do you have errors and omissions insurance? What happens if someone suffers a loss because of your advice? • Do you operate out of your own home? What happens to your business if you lose your home to fire?

  4. What Happens if You Lose Your Income? • Do you have coverage if you were injured or suffer from a long term illness? • Could the business survive your absence for an extended period? • Could you afford to hire someone to manage it for you? • What happens if you lose a valuable employee?

  5. What Does Your Future Hold? • If you were to pass away, what would happen to your business? • If the business forms a significant • part of your estate, and is left to • one child, how can you ensure • the other children get a fair • inheritance? • Ken Zawalykut Phone: 905.372.0800 • Email Website: www.kenzawalykut.ca

  6. Your Needs Are Different • As a self-employed individual, your needs are different from most other peoples. The advice you are get from others may not reflect your specific needs. • Planning professionals receive training in a broad range of circumstances, They also get to personally assist clients across a wide spectrum of situations. • You can not be expected to think of everything yourself. That is why it makes financial and tax sense to sit down and go over your financial plans with a trained and trusted advisor. • You are looking forward to a long and happy business life. Make sure you understand what you must have to meet your financial needs, now and in the future!

  7. For a Comprehensive Look at Your Financial Planning Needs… • ….Call or email today • Ken Zawalykut • Financial Advisor • IPC Securities Corporation24 Covert Street, Suit 201Cobourg, ON K9A 2L6 • Phone: 905.372.0800 • Email: ken.zawalykut@ipcsecurities.com • Website: www.kenzawalykut.ca Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel, is a fully integrated Wealth Management Company. Mortgage broker services provided by IPC Save Inc. (Ontario Lic. #10227). Mutual Funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through IPC Estate Services Inc.

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