Key topics discussed during our “How to Access Income During Retirement” seminar:

  • Retirement Income Planning
  • Accessing Corporate Holdings
  • Government Social Programs
  • Tax Implications
  • Unique Strategies to Minimize Tax

The future of retirement will look very different than it does today due to the lack of guaranteed pensions, unpredictability of health care & long term care costs and the fact that people are living longer.

Terry Zavitz, Diane Wood and Pete Roch discuss strategies for accessing income during retirement, from RRSPs, government & private pensions, TFSAs, corporate savings and life insurance cash values in order to maximize after tax income and estate values. This seminar is relevant for all stages of planning…from early to late in your career.