Register for Courses
$ Retirement Income Planning and Taxation of Your Estate
20 Slots Available
Do you know how much money you need to retire comfortably and remain comfortably retired? Are you getting T3s or T5s at tax time? You shouldn’t be! Topics will include recent changes to CPP & OAS, Tax Strategies, Employer Pension Plans, RSP, RIF, LIRA, LIF, TFSA, Different Types of Power of Attorney, The Tax Planned Will, The Role of the Executor, Different Types of Trusts and How to Use Them, Cottage Succession Planning. Attend to create the cash flow needed for a worry free retirement and to prevent the family sanctuary from becoming the family battleground.
Start Date:January 23, 2018
ScheduleTuesday, January 23
7:00 - 8:00 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.