Retiring Smart: Tax-Wise Financial Planning for Your Next Chapter

Retiring soon? Join SFU Alumni and learn how smart tax planning can help you keep more of your wealth and retire with confidence.

Whether you're just beginning or are refining your retirement plans, gain practical insights into tax strategies and gain confidence in your retirement journey in our latest webinar.

Many alumni after the age of 50 are entering one of life’s biggest financial transition points: retirement. Decisions about when to draw from RRSPs or RRIFs, how to coordinate CPP and OAS, whether to downsize, and how to manage taxes can have a significant impact on long-term financial well-being.

On November 24, learn how smart tax planning can help you keep more of your wealth and retire with confidence.

Our expert: Pamela Yoon (BA’93)—RBC Dominion Securities Senior Portfolio Manager— will provide practical guidance on navigating this important stage of life. She’ll explore how to reduce unnecessary tax, avoid common financial mistakes, and make thoughtful decisions about wealth transfer and legacy planning. Using a real-life case study, Pamela will discuss the impact of having a proper financial plan, using real numbers, and compare one’s investment growth to the original retirement plan.

Participants will come away from this session with more perspective on:

• RRSP to RRIF: Timing and tax implications, CPP and OAS timing strategies
• Avoiding common retirement tax traps
• Case studies and stories

Bring your questions for the Q&A after Pamela’s presentation.

Only webinar registrants will receive the link to the live webinar.

This webinar is presented by SFU Alumni . Learn more about your exclusive alumni discounts made possible by SFU's affinity partners, who make events and programming for alumni possible.

Enquiries: alumni4@sfu.ca