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

Do you know how much money you need to retire comfortably and remain comfortably retired? Are you getting T3s or T5s at tax time? You shouldn't be! Topics will include recent changes to CPP & OAS, Tax Strategies, Employer Pension Plans, RSP, RIF, LIRA, LIF, TFSA, Different Types of Power of Attorney, The Tax Planned Will, The Role of The Executor, Different Types of Trusts and How to Use Them, Cottage Succession Planning. Attend to create the cash flow needed for a worry free retirement and to prevent the family sanctuary from becoming the family battleground.

PF1 - S18 - | $15.00 (includes GST)
Grant Park High School - Room 9
Apr. 24 | T | 7:00 PM - 8:00 PM
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CHARTING THE RIGHT COURSE - FINANCIAL PLANNING IN THE EARLY YEARS...FOR THOSE UNDER 40 YEARS OLD

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Instructor: Myles McInnes

Looking ahead to your future and understanding the importance of proper financial planning "early enough" to make the necessary adjustments. Topics will include TFSA or RRSP…which should you choose? Can you pay less in tax? Beneficiary Designations – should it be your children or your spouse? Inflation – what's the risk? Will you have enough money when you want to retire? The importance of having a Will, Power of Attorney, Health Care Directive.

PF2 - S18 | $15.00 (includes GST)
Grant Park High School - Room 9
May. 22 | T | 7:00 PM - 8:00 PM
Register