Personal Finance

Description:

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


PF2 CREATING YOUR RETIREMENT PAYCHEQUE™ & MAXIMIZING YOUR ESTATE

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Instructor: Paul Fust

Has recent market uncertainty created concern with your retirement plan? Price of oil, terrorist attacks, change in government – how will these affect the way you plan for retirement and the way you pass assets to the next generation. Topics of this presentation will include: Recent changes to RRIF payments, changes to CPP and OAS, and pension income splitting. We will also look at the taxation of different types of assets, tax planned wills, different types of trusts, setting up a proper a Power of Attorney in Manitoba, using correct beneficiary designations, and cottage succession planning. Attend to create the cash flow needed for a worry free retirement and avoid the family sanctuary from becoming the family battle ground.

PF2 - F17 | $15.00 (includes GST)
Grant Park High School - Room 3
Nov. 14 | T/W | 7:00 PM - 8:15 PM
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CREATING YOUR RETIREMENT PAYCHEQUE™ & MAXIMIZING YOUR ESTATE

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Instructor: Paul Fust

Has recent market uncertainty created concern with your retirement plan? Price of oil, terrorist attacks, change in government – how will these affect the way you plan for retirement and the way you pass assets to the next generation. Topics of this presentation will include: Recent changes to RRIF payments, changes to CPP and OAS, and pension income splitting. We will also look at the taxation of different types of assets, tax planned wills, different types of trusts, setting up a proper a Power of Attorney in Manitoba, using correct beneficiary designations, and cottage succession planning. Attend to create the cash flow needed for a worry free retirement and avoid the family sanctuary from becoming the family battle ground.

PF1 - F17 | $15.00 (includes GST)
Grant Park High School - Room 9
Sep. 20 | W | 7:00 PM - 8:15 PM
(Completed)

WOMEN & MONEY

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Instructor: Page Studler

Concerned with the performance of your portfolio over the past year? With interest rates being so low, what was once "Risk Free Return has become Return Free Risk"! Attend to learn about the proper design of a balanced portfolio and the risks you may not be aware of within your own investment. Additional topics will include the following aspects of a well-designed, comprehensive wealth management plan: taxation of assets, proper beneficiary designations, different types of Powers of Attorney and creating a tax efficient income stream in retirement…TFSA, RRSP, LIRA, RRIF, LIF, CPP, OAS, etc. Attend to ensure recent market uncertainty will not ruin your retirement plans or decrease the size of your estate.

PF3 - F17 | $15.00 (includes GST)
Grant Park High School - Room 7
Oct. 18 | W | 7:00 PM - 8:15 PM
(Completed)