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$ Retirement Income Planning: 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, types of trusts, & cottage succession planning will also be reviewed. Can you pay less for your investment advice? Do you know how your advisor is charging you? Attend for better understanding regarding the cost of advice, pricing of investments, etc. Paul is an Executive Financial Consultant at IG Private Wealth Management, Investors Group Financial Services Inc.
Start Date:March 12, 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.