The Bottom Line of Retirement Income (Oct 11)

Who should attend? 

  • This workshop was developed for families who want an understanding of retirement income sources and strategies to minimize tax, and want to be equipped to make the choices needed for themselves and loved ones.

11:45 a.m. Fresh Sandwiches & Sweets

12:00 p.m. – 1:00 p.m. Presentation

    • Guest Speaker: Jon Hreljac/Curtis Davis, Manulife Tax, Retirement & Estate Planning Services 
    • Fight the claw backs – reduce line 234 on your tax return
    • Uncovering the Canada Pension Plan mystery
    • Opportunities for Pension Income Splitting/Sharing
  • Implementation may require additional input from an accountant and/or other tax professional.

Seating is limited. RSVP at 905-304-7574 or email info@tworoadsfinancial.com

Sponsored by Two Roads Financial Centre and Manulife Investments

Two Roads Financial Centre is a division of GIC Financial Management Inc.

Date & Time

Starts: 10-11-2018 at 11:45 am

Ends: 10-11-2018 at 1:00 pm

Location

Two Roads Financial Centre
34 Stone Church Road, Suite 201
Ancaster, ON

Event Organizer

Two Roads Financial Centre

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