Learn how to handle your personal and business windfall matters – Sponsored by Jeffrey Gregory

Learn how to handle your personal and business windfall matters

Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc.

An interactive online zoom call on Tuesday October 25, 2022 at 7:00PM

Suddenly you find yourself with a life changing sum of money due to inheritance, or stock option maturity or lottery or severance.  What do you do and who do you need to connect with?

A large sum of money for you personally or the business you are helping to run can have extremely positive impacts.

But can turn negative quickly without the proper preparation and solutions.  70% of big lottery winners have nothing within the first 5 years.  Does an inheritance have a taxable impact?  Lawsuit settlements, what are the future financial impacts?  How about the business has been sold and the benefits to all shareholders and C-suite executives?  This presentation will focus on a few of these situations that can lead to a large lump sum payout and the strategies that can ensure it impacts positively ongoing.

  • Areas to focus: 
    • Inheritance
    • Severance
    • Sale of business
    • Lottery win
    • Lawsuit settlement
    • Share option maturity
    • Marriage breakdown
    • House sale
    • Small business grants

Our Speaker

Jeff Gregory– B.A.,C.F.P., P.F.P., C.H.S. in Mississauga! Offering sound advice, planning and support with all your financial needs. Jeff Gregory works closely with clients in preparation for their present and future financial obligations.

He is constantly striving to help clients to reach their financial goals, and emphasizes awareness in “what if” situations, ensuring clients and their assets are always protected. For more information, or to consult with Jeff Gregory about your financial situation, please contact him today or visit him on Facebook. (905)366-4402 or Jeffrey Gregory Facebook


Learn how to handle your personal and business windfall matters – Sponsored by Jeffrey Gregory


Great workshop, very valuable and inspiring. I would like to attend the workshop again………..Chiedozie Megwa

Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in TheGAAP.net events. Mrigank Kabra

The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops. Kul Makkar Director ITA Canada

Paul Calleri, Founder of TheGAAP.net and the CPA Toronto Accounting Group

Larry, Founder of TFN

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