Featured Speaker: Join Knowledge Bureau Team at Radius Retirement Conference

Come out to meet Director of Operations, Al Gordon and Knowledge Bureau faculty member, Alan Rowell, MFA, DFA-Tax Services Specialist, who will be speaking on Real Wealth Management™ – Tax Efficient Retirement Income Layering at the RRC on April 3.

Is traditional retirement income planning enough? CPP and OAS Pension Reform is here, and so is the opportunity to use pension income splitting to reduce taxes and add significant after-tax returns to retirement savings. Cutting edge retirement income planners know the tax secrets. Now you can, too. Learn the most tax efficient retirement income layering strategies and rethink the right time to melt down registered accounts. Use the Ultimate Wealth Planning Tool!  Alan Rowell, a Master Financial Advisor, will show you four easy steps to use in coaching your clientele to enjoy more of the fruits of their labours using Real Wealth Management and Tax Efficient Retirement Income Layering.

For more information about the Radius Retirement Conference, click here.

Knowledge Bureau offers self-study courses in Elements of Real Wealth Management and Tax Efficient Retirement Income Planning. Click here for more details.