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: Myles McInnes

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.

PF2 - S20 - | $15.00 (includes GST)
Grant Park High School - Room 4
May. 27 | W | 7:00 PM - 8:15 PM
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