Your Key Decisions in Retirement

Join us for an enlightening presentation where we emphasize the importance of making informed, evidence-based financial decisions in retirement. Many people receive advice that focuses solely on investments, overlooking critical aspects of comprehensive financial and tax planning. We’ll discuss minimizing taxes over your lifetime versus immediate savings, tax-efficient investing, strategies to combat sequence of returns risk in your portfolio and maximizing your CPP and OAS benefits. Let us help you identify a few common problem areas in retirement that we’ve seen and how you can avoid them.
Instructor: David Perkins, CFP®, EPC, CEA.