Personal Finance

Description:

Show me the money. Come and learn about dollars and sense.


RETIREMENT INCOME PLANNING & TAXATION OF YOUR ESTATE

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Instructor: Paul Fust

How will you spend your money in retirement? What pension option will you choose? When should you turn your RRSP into a RRIF, LIRA to LIF? When should you begin drawing your CPP? Will your OAS be subject to a claw-back? Powers of Attorney, the tax-planned will, Executor responsibilities, income splitting, types of trusts, and cottage succession planning will also be reviewed. Attend for better understanding regarding the cost of advice and pricing of investments. Learn how to 'decumulate' your assets in safe and tax-efficient fashion.

PF1 - F19 - | $15.00 (includes GST)
Grant Park High School - Room 8
Oct. 2 | W | 7:00 PM - 8:15 PM
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FINANCIAL PLANNING FOR THOSE APPROACHING RETIREMENT

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Instructor: Myles McInnes

Look ahead to your future and understand the importance of proper financial planning "early enough" to make the necessary adjustments. Topics include TFSA or RRSP…which should you choose? Beneficiary Designations – your children, your spouse, or your estate? The importance of proper estate planning to decrease your tax bill at death and leave more to those you care about most. Attend to create tax efficient and worry free cash flow throughout your retirement.

PF2 - F19 - | $15.00 (includes GST)
Grant Park High School - Room 8
Oct. 22 | T | 7:00 PM - 8:15 PM
Register