Post-Covid Financial Planning Advice for Business Owners

Find out how to get your finances back on track post-Covid and how to use your business to achieve your financial goals. Join Alpha Wealth’s Senior Financial Advisor, David Looney, who provides ‘straight talking’ financial advice to help save you money, get your money working harder and reduce the amount of tax you pay.

David Looney is the Senior Financial Advisor for Alpha Wealth Ltd - an Award Winning Financial Advisory Firm with offices in Cork & Dublin. David has worked in the industry for many years and has an extensive knowledge of financial services & financial planning. He is a fully qualified financial advisor (QFA) and retirement planning advisor (RPA). David works with clients from all walks of life, both business owners and individuals, to help them achieve their financial goals and get the most out of their hard earned money.

In this presentation, David will focus on how you can get more from your business and how to turn company profits into personal wealth in a tax efficient manner. He will offer invaluable advice on how you can better your financial situation and put provisions in place to safe-guard your future and achieve financial freedom.

Topics David will cover include:

• How to turn company profits into personal wealth

• How to extract money out of your business in a tax efficient manner

• How to use your business & income to achieve financial freedom

• Effective Exit Planning / Retirement Planning

• Protecting your business and yourself against the unforeseen