Concerned About Your Portfolio? Don't Let Market Volatility & Taxes Impact Your Retirement

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Complimentary financial planning seminar. This workshop will discuss strategies best suited for investment portfolios valued at $500,000 or greater: questions every person, family, and business must answer

Join us for an insightful and complimentary presentation where you will discover:

  • How to Understand the In’s and Out’s of RRIF, RRSP & TFSA and when to Take Money Out in Retirement.
  • How to Avoid Serious Tax Issues on your Estate Plan
  • How to prevent the government from taking up to 50% of your family’s inheritance.
  • How to maximize your retirement paycheque.
  • CPP & OAS combined can represent an excess of $700,000 in pension income over your retirement. Making effective decisions on when to start drawing… at 65, early or deferred can have a substantial impact on the cumulative amount you can receive. In addition some of these benefits could be clawed back
  • How to protect your portfolio during a market downturn
Wed.
Apr
05
Retirement Plan Canada
7:00 p.m. to 8:15 p.m.
Winnipeg Squash Racquet Club
275 Stradbrook Ave,
Winnipeg, MB R3L 0J5

Seating is limited, so sign up today!

"You’ve worked hard for decades. On the verge of retirement, you may have questions about your savings and how to best protect them. Eliminate the element of surprise from unknown risks and avoid serious tax issues on your estate plan"
Retirement Plan Canada
Is This Workshop for You?

The strategies and planning that will be discussed are optimized for families and individuals with investable retirement assets of portfolios of $ 500,000 or greater.

This workshop is designed for individuals approaching retirement or recently retired, who are seeking expert advice to achieve financial security in retirement, protecting and maximizing their wealth.

Retirement Plan Canada

COMPLIMENTARY SECOND OPINION

The Information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by entities unaffiliated with Retirement Plan Canada. The Opinions expressed and material provided are for general information purposes, and should not be considered a solicitation for the purchase or sale of any security.

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