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Taxes In Retirement Webinar - Ontario
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Space is limited, so sign up today!
No Charge to Attend!

“A leading educational resource for those nearing retirement”

Topics to be covered:

  • Learn the ins and outs of the government, corporate and personal retirement investments and plans

  • Find out about tax planning basics and strategies that could allow you to keep more of your retirement income

  • Withdrawal 101: What you need to know about how to get your money (hint: one size does NOT fit all!)

  • You CAN protect more of your assets with careful planning and a working knowledge of the tax system

  • By keeping your net income low, you can reap benefits like preserving tax credits, government benefits and being in a lower tax bracket

  • There is no right way to plan for retirement - but the wrong way could cost you

  • By knowing how and why the system works as it does, you can plan for a stress-free and relaxing retirement

  • You can arm yourself with the knowledge that will point you on the path to retirement now

“A leading educational resource for those nearing retirement”

Course Description:

You'll leave this workshop having learned the differences, benefits and nuances of corporate, private and public retirement savings plans. You'll also learn about "3 D's" of tax planning and how to make it work precisely for you and your family. We'll also discuss withdrawing your income and preserving your hard-earned assets.

Dealing with taxes is always going to be a consideration, so be sure to learn about what you can do to minimize taxes and make the most of your hard-earned income.

Attend this webinar and learn about:

This webinar is a must-attend for retired Canadians and those on the verge of retirement. By doing a little planning - and getting informed on basic tax laws and various public and private retirement plans - you can set yourself up to manage and protect your assets and enjoy your golden years.

Don't miss this opportunity to learn from a CERTIFIED FINANCIAL PLANNER® who can answer your specific questions. You will walk away with information that can help you save money while reducing worry and stress.

You've worked hard for decades. On the verge of retirement, you may have questions about your savings and how to best protect them. You might also want to learn more about which government benefits you're entitled to - and when you can start receiving them.

Join us on February 16 from 6:00 PM - 7:00 PM for this educational webinar. There is no charge to attend.

Our goal is to teach you how to plan, what you need to know about the basics of the tax system and how to set yourself up for success -- so you can optimize your retirement income. The concepts discussed in this course are most suitable for those with investable assets of $250k or more.

The virtual platform for this webinar is provided by Zoom. Zoom retains your name and the email address you provided.

Space is limited, so sign up today!
No Charge to Attend!

Register Now

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at the webinar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, the webinars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Retirement Helper Canada speaker during or after the webinar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760 or e-mail us at info@retirementhelper.ca. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. Retirement Helper Canada is not associated with any government agency.

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