Everyone is looking for reliable, tax-efficient cash flow throughout retirement. This session will highlight approaches that continue to adapt well to client situations for 2025 and beyond.

Areas to be discussed:

• RRSP Meltdown

• CPP & OAS - changes have made it more significant now

• Individual Pension Plans (IPPs)

• Capital Gains solutions for professional corporation and business owners

• Charitable Giving upon death – points about tax advantages

• Annuities and defined benefit pension plans

• What is financial planning & what is fee-only financial planning?

How you draw your income from your RRSPs, TFSAs, LIRAs, Non-Registered Funds, CPP/OAS and any individual pensions you may have is critical.

If done properly, your income is maximized and your tax is minimized. If not done correctly, you are paying much more tax than necessary.

Presenter: Ken Doll - BA, B.Comm., MA, CFP, CLU, TEP, ICD.D

Ken has been providing financial, retirement and estate planning solutions for 28 years. He has worked with High Net Worth ($2M – $25M) and Ultra High Net Worth ($25M – $100M+) clients, including prominent families, professional athletes (NHL Hockey Players), executives, business owners, professionals, and farmers and ranchers. He has also built financial plans for Canadians across the country, including those with property in the U.S.

Ken’s industry education includes earning the Certified Financial Planning (CFP), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations, along with having completed the Canadian Securities Course (CSC) and the Canadian Investment Funds Course (IFIC). He holds three degrees from the University of Alberta in business, economics and political science and has completed the Institute of Corporate Directors designation (ICD.D). Ken has also served as an expert witness to the legal community on life insurance matters and conducted presentations on Investments, Insurance, Retirement Income Planning, Financial and Estate Planning and Philanthropy.

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Registration $35 - Recording Available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information