Taxes, Transfers, Health and Happiness

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A wide-ranging show covering often-overlooked topics that can have a big impact on your retirement!

Join Faisal on More Than Money this Saturday as he covers a number of items that people often overlook in retirement, but that can have a major impact!

CIBC’s Jamie Golombek joins the show to discuss the tax implications of transferring or inheriting a foreign pension. Don’t miss his tips!

Also, learn about the pros, cons and process of transferring your health coverage between provinces when you move or travel. Paul Taylor, Patient Navigation Advisor at Sunnybrook Health Sciences Centre shares his insight into the challenges of handling those administrative tasks.

Keep healthy with the latest insights from the Canadian Longitudinal Study on Aging with Co-Principal Investigator, Dr. Susan Kirkland. She shares the things that have been learned while they study some of Canada’s healthiest and oldest seniors, and how they can apply to help us live longer, healthier lives.

Dr. Jennifer Taitz, Clinical Instructor of Psychology at the University of California and author of “How to Be Single And Happy: Science-Based Strategies for Keeping Your Sanity While Looking for a Soul Mate” joins Faisal to share her tips for single retirees to live happy, healthy lives.

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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!

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