Time is TBD | TD Tower-100 Wellington St W, Suite 1910

Managing your Retirement Transition

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?
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Managing your Retirement Transition

Time & Location

Time is TBD
TD Tower-100 Wellington St W, Suite 1910, 100 Wellington St W, Toronto, ON M5J 2R2, Canada

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.

Learn how:

  • 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  

Presenter:

Brendan Greenwood CIM, B.Comm 

Investment Advisor, Worldsource Securities Inc. 

bgreenwood@worldsourcesecurities.net 

416-999-5620

 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.

Registration is Closed

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