Retirement Planning for Business Owners: A New Playbook for a New Economy

Business owners are facing unprecedented uncertainty as they approach retirement. Whether it’s fluctuating business valuations, changing tax policy, or succession challenges, today’s entrepreneurs need specialized, forward-thinking advice to navigate their financial future. That’s why the “Retirement Income Planning for Small Business Owners” session—delivered by Doug Nelson as part of the CE Savvy Summit on May 21, 2025—remains a critical learning opportunity for tax and financial advisors working with entrepreneurial clients. Missed the live event? Now it’s available on-demand! This session provides full access to the recordings, materials, and CE assessments — making it easier than ever to earn credits and sharpen your advisory edge at your own pace.

Save on tuition by taking the CE Summit – Advisory Diploma. Only $495 per component (regular tuition, $795)

Here's what attendees from the tax and financial services industry thought of the educational experience:

“I really enjoy the expert knowledge that is shared by the presenters with the attendees.  These are individuals who work in the field and bring such a wealth of knowledge and experience to their presentations and it shows.”– Stewart Grant

“The amount of information that is taught and learned throughout the day is astronomical and anyone who prepares tax returns and does any tax planning to service their community should attend these KB summits. Loved the round table!  The conversation was so much more relaxed and jovial at the round table.  Loved it!” – Johanne Brelis

“The content was immediately relevant and useful to my financial planning practice, and the philosophy aligned well with the way that I believe all professionals should work with their clients.” – Jessica Holvik

“Love the format, love doing it online, I always learn something. I always get the cobwebs shaken out for the issues and learn new things as well.” – Sherril Sirrs

Understanding the Entrepreneurial Retirement Journey

Planning for business owners is different. There’s no one-size-fits-all strategy when dealing with retained earnings, passive income rules, or succession timing. This session with Douglas V Nelson and Evelyn Jacks will give you the framework and techniques to help clients shift from uncertainty to clarity.

Key topics include:

• Designing pre-retirement strategies that maximize options and minimize risk
• Managing capital encroachment between ages 55 to 70
• Optimizing income splitting and averaging to reduce tax liabilities
• Planning for the deaccumulation years beyond 70 with a focus on financial security, not scarcity

What You’ll Learn Through Real-World Scenarios

This session explores detailed case studies across different business profiles, ensuring relevance to your day-to-day advisory work:

New Entrepreneurs
Discover how to help newer business owners build wealth inside their corporations, manage passive income rules, and make smart decisions about salary, dividends, and bonuses. Understand how to balance business growth with personal retirement readiness.

Gen X and Boomer Business Owners
Support clients as they transition into the retirement phase. Learn how to generate stronger after-tax returns to outpace inflation and navigate the return of tax bracket creep in some provinces. Explore family-based and community wealth sharing strategies to support succession and legacy goals.

Millennials and Gen Z
Guide younger business owners in building wealth through personal and family portfolios. Learn how to qualify for the new Canadian Entrepreneur’s Incentive and explore how risk management tools, including insurance, can play a powerful role in retirement and estate planning.

Professional Corporations and Practice Owners
With the capital gains inclusion rate hike now off the table, advisors need new guidance on how best to extract funds from a practice. This session offers up-to-date strategies on income extraction and family income splitting within a comprehensive retirement plan.

Strengthen Your Credentials and Your Client Impact

This training contributes 20 CE/CPD credits toward the CE Summits – Advisory Diploma, a nationally respected credential for advisors who want to excel in advanced tax, retirement, estate, and audit planning. You’ll learn from some of the country’s leading experts, including Evelyn Jacks, and gain access to high-quality online materials and live event recordings.

Register Now!

This event is fully virtual and tax-deductible, with tuition qualifying for the Canada Training Credit. Full diploma enrollees save on tuition, with additional reductions available for Knowledge Bureau VIPs, and groups.

If you advise business owners, this session will help you deliver the clarity they need—and the strategic advantage they expect.

Register now to secure your spot at Canada’s most relevant professional development summit.