Tax Implications of Retiree Income Sources from National Bank Financial PM

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Location

Ottawa Conference and Event Centre

Lecture Room 110

200 Coventry Road (near the baseball stadium) free underground parking

Ottawa, Ontario K1K 4S3

Canada

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Event description

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Ottawa Branch of the National Association of Federal Retirees, is hosting a free, 90-minute workshop on strategic planning, based on your sources of income at retirement, that is offered by National Bank Financial (NBF), and that they have designed to cover the following:

"Theme: Understanding the tax consequences of your multiple sources of income and how to plan to make the right choices.

Target group: Retirees who own investments and wish to better understand the tax impact of their decision. Holders of RRSPs, RRIFs, non-registered investment accounts, real estate assets and holding company.

Tax efficiency and strategic disbursements are at the heart of the priorities for pensioners who must decide on multiple sources of income. Strategic disbursement is an ongoing process of managing, revising and preserving wealth. With a well-structured plan, you can maximize the efficiency of your income by reducing taxes and using the various tools available. Simon-Pierre Dubreuil, Financial Planner and Investment Advisor at National Bank Financial will spend 90 minutes explaining the basics of strategic retirement planning. The topics will be: the different sources of retirement income and their tax impact, the important decision-making dates, the tools available and the importance of the ongoing monitoring process".

Attendees will learn about the following topics:

  • Various sources of retirement income
  • Tax impact of your retirement income
  • Important dates based on your age
  • Available tools
  • Possible strategies
  • Basics of financial planning

The workshop will be in English but participation in both official languages is encouraged.

You will receive your ticket via e-mail. Remember to bring your ticket with you! Note: you must be registered for the workshop and you must be an Association member to participate.

To become a member and/or if you have difficulty registering electronically for the workshop, please contact Ottawa Branch at 613-737-2199.

Disclaimer: Ottawa Branch provides information on issues, products and services of general interest to our membership. It does not endorse a particular position on a product or service, as being suitable for individual members, but brings them to the members' attention so that they can make up their own minds.

Date and Time

Location

Ottawa Conference and Event Centre

Lecture Room 110

200 Coventry Road (near the baseball stadium) free underground parking

Ottawa, Ontario K1K 4S3

Canada

View Map

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