“A leading educational resource for those nearing retirement”
— 
Crestmont Community Association Hall
Any questions, please call 844-567-7760
12400 Crestmont Blvd SW, Calgary, AB T3B 5W5
VIEW MAP & DIRECTIONSSpace is limited, so sign up today!
No Charge to Attend!
Topics to be covered:
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Learn the ins and outs of the government, corporate and personal retirement investments and plans
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Find out about tax planning basics and strategies that could allow you to keep more of your retirement income
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Withdrawal 101: What you need to know about how to get your money (hint: one size does NOT fit all!)
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You CAN protect more of your assets with careful planning and a working knowledge of the tax system
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By keeping your net income low, you can reap benefits like preserving tax credits, government benefits and being in a lower tax bracket
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There is no right way to plan for retirement - but the wrong way could cost you
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By knowing how and why the system works as it does, you can plan for a stress-free and relaxing retirement
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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.
The taxman is always going to get paid, but there are things you can do to minimize the amount he gets and to make the most of your hard-earned retirement income!
Attend this seminar and learn about:
This workshop is a must-attend for retired Canadians and those on the verge of retirement. By doing a little planning - and getting informed on 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 out on a chance to learn from tax and retirement experts, get your questions answered and walk away with information that will potentially save you not only money - but 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 at the Crestmont Community Association Hall on November 29 from 7:00 PM - 8:30 PM for this educational workshop. There is no charge to attend.
Our goal is to teach you how to plan, what you need to know about the tax system and how to set yourself up for success -- so you can optimize your retirement income.
Space is limited, so sign up today!
No Charge to Attend!
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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