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

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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