Register for Courses
$ Retirement Income Planning and Taxation of Your Estate
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How will you spend your money in retirement? What pension option will you choose? When should you turn your RRSP into a RRIF, LIRA to LIF? When should you begin drawing your CPP? Will your OAS be subject to a claw-back? Powers of Attorney, the tax planned will, Executor responsibilities, income splitting, types of trusts, & cottage succession planning will also be reviewed. Attend for better understanding regarding the cost advice and pricing of investments. Learn how to ‘decumulate’ your assets in safe and tax-efficient fashion. Paul Fust is an Executive Financial Consultant at IG Private Wealth Management, Investors Group Financial Services Inc.
Start Date:Sep 18, 2019
ScheduleWednesday, September 18, 2019
7:00 - 8:15 PM
Lord Selkirk Regional School
221 Mercy Street
InstructorPaul A. Fust - BPE, BEd, CFP, RRC, Executive Financial Consultant
*All classes held at Lord Selkirk Regional School - 221 Mercy Street, Selkirk, MB R1A 2C8, unless otherwise noted.
Refunds are subject to a $15 handling fee and must be requested 3 business days prior to start date. No exceptions.
Students will be notified by phone if their courses have been cancelled and a full refund will be issued.