Managing your Retirement Transition
Time & Location
About the event
Retirees and those approaching retirement must face the dual challenge of low-interest rates and living longer. How do you generate enough income to maintain your lifestyle without taking on too much risk and leaving yourself vulnerable to running out of money?
Pension style investment and creative retirement planning can lead to better outcomes.
- Reduce Downside Risk
- Protect purchasing power
- Pay less tax
- Ensuring you don’t run out of money
Explore ways to increase retirement income:
- Low volatility investments
- Tax efficient investing
- Withdrawal strategies to maximize cashflow
- Timing CPP and Old Age Security (OAS)
- Reducing OAS claw-back
- Income splitting opportunities
Brendan Greenwood CIM, B.Comm
Investment Advisor, Worldsource Securities Inc.
Guest CPA will be present to answer more detailed tax and planning questions.
The presentation starts right at 6pm, please arrive anytime between 5:30 and 5:55 pm.