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Taxes in Retirement

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Taxes & Retirement - Webinar: For Manitoba Residents

As the saying goes… Nothing is certain in life except for death and Taxes. Fortunately, there are lots of legitimate ways to protect your hard-earned savings and minimize the taxes you pay.

This is a Live, Online Event

Attend the event from absolutely anywhere!

It is quick and easy, use any device such as your laptop, phone, tablet or desktop computer. 

Registering is free & easy. Attend using only your browser or free software. Our support is available if needed!

If you cannot attend the available day or times, feel free to submit your information anyways and we will inform you of the next event date(s) once it is scheduled. 

*** Limited Spots Available***

SIGN UP FOR THE WEBINAR BELOW:

This event is most beneficial to those with $100,000 or more in investable assets.

Secure SSL Encryption

By registering for this webinar, you are giving consent to the privacy policy listed below as well as acknowledging you may be contacted by any representative of of the event organizer or astoria wealth management at any point in time by phone, email, or sms.

Date & Time

November 3rd, 2021

From: 6:30pm – 7:30pm

OPEN

November 4th, 2021

From: 1pm – 2pm

FULL

What You Will Learn:

Session Outline:

After attending you will have learned the differences and benefits of multiple retirement savings plans. How each are taxed and how they are applicable to your income. How you can benefit from tax-free allowances, and different program types for retirement income. With a short introduction to some financial products which can aid in tax planning.

 

You’ll also be acquainted with some strategies on how to minimize taxes in retirement and how you can get them to work for you.

Why Register?

You worked hard and saved up a nest egg. Now retirement is coming quick, you wouldn’t want to miss out on benefits you’re entitled to, or be paying more taxes than you should. Most Canadians are not aware of everything available to them or limits. The goal is to get the most out of your retirement savings and limit taxes. We hope to teach you the basics of the tax system and government benefits so you can develop a better plan for retirement. 

Points to Consider

  • Current issues or concerns in your financial situation.
  • Is your current plan as tax-efficient as it could be?
  • Market volatility on your retirement plan.
  • Risk of missing opportunities in bull markets.
  • Will using long term planning help you secure your retirement?
  • Are you making withdrawals in the most tax efficient order?
  • Which account types make the most sense during each life phase?
  • Are you interested in converting your savings into guaranteed regular income?

Frequently Asked Questions

The speaker will be Dylan Spence.

Dylan is a local, independent, Certified Financial Planner & Registered Retirement Consultant. This is the opportunity to ask questions and learn what options are available.

No, these events are educational only.

Many people do decide to connect after the event for a more personalized opinion on their finances, but there is no obligation to do so. 

Is this Session Right for You?

Manitobans that are retired or approaching retirement should have a retirement plan and start acting ASAP in order to explore options and what opportunities are available to them in their finest years. 

Ask questions, learn from experts, and finish the session knowing how to set yourself and your family up for success. 

Keep your savings and assets safe, and enjoy the fruits of your labor without and stress.  

Learn to personalize your plan and strategies to best fit your situation!

Join us for this educational retirement webinar. 

There is no charge to attend!

*** Limited Spots ***

SIGN UP FOR THE WEBINAR BELOW:

This event is most beneficial to those with investable assets over $100,000.

Secure SSL Encryption

By registering for this webinar, you are giving consent to the privacy policy listed below as well as acknowledging you may be contacted by any representative of of the event organizer or astoria wealth management at any point in time by phone, email, or sms.

This is a general source of information only, believed to be accurate as of the date of publishing. It is not intended to provide personalized tax, legal or investment advise, and it is not intended as a solicitation to purchase securities or insurance. For more information on this topic or any other financial matter contact Astoria Wealth Management. Insurance products and services are distributed through HUB Financial. Insurance License sponsored by BMO Assurance.