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Pre and Post Retirement Tax & Income Strategies
This talk will be of interest to those who are concerned with minimizing and offsetting the Old Age Security Clawback and making their portfolios tax proof.
We will cover various strategies, including how to:
- Optimize taxes
- Reduce investment risk
- Maximize after-tax cash flow
- Avoid/Reduce OAS clawback
- Cocktails will be served at 6:30 pm
- The dinner and presentation start at 6:45 pm
To be announced
T'Basil Restaurant, 2440 St. Joseph Blvd, Orleans ON
5 Ways to Increase Retirement Income in Uncertain Times
This talk will be of interest to those who are within ten years of retirement as well as those who are already retired. Over dinner and wine, Tracy will answer all your questions about managing your investments and pre and post retirement tax and income strategies.
To Be Determined
Please call or contact us to register for this event.