CPP, Taxes and Your Transition To Retirement

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Get important information on all three this weekend!

Join Dave on More Than Money this Saturday, as he talks about out how a hike in CPP rates could affect how Canadians invest, in conversation with Taylor Jackson of the Fraser Institute.

Then, don’t miss CIBC’s Jamie Golombek, Managing Director of Tax and Estate Planning, as he explains why even using an accountant may not get you out of trouble if there are mistakes on your tax return!

Jonathan Chevreau, Financial Post columnist, founder of the Financial Independence Hub and co-author of Victory Lap Retirement, also joins Dave to talk about the way he is starting his own transition to retirement, including what he has learned so far and some tips for making it a smooth process.

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More Than Money

Are you worried about running out of money in retirement?

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

Sign Up Today
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