Register for Courses
$ Retirement Income Planning and Taxation of Your Estate
15 Slots Available
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.