Mark Your Calendars: Retirement and Estate Planning Bootcamp

Reserve your spot now for the September Retirement and Estate Planning Bootcamp. This must-attend event will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation.

September 17 - Winnipeg
September 18 - Calgary
September 19 - Vancouver
September 22 - Toronto
 

Know More. Make More. This one day workshop will update you and your staff on the most pertinent tax changes affecting retirees and how to manage risk to the estate at end of life. Learn to prepare tax-efficient retirement income plans by marrying tax and financial planning competencies, applying income averaging and income splitting techniques, all while preserving, growing and transitioning wealth tax efficiently to the next generation. . .collaboratively with tax and financial advice. This is a skillset in great demand by the baby boomer demographic—the most affluent generation in our history—who view tax erosion as one of the biggest threats to their wealth.

Earn up to 10 CE/CPD credits.

Learn from the Best

Evelyn Jacks, President Knowledge Bureau Join Evelyn as she welcomes distinguished Knowledge Bureau faculty members with specialized expertise.

Agenda at a Glance

MORNING: Tax Efficient Retirement Income Planning

• Learn recent tax changes for OAS, CPP and Private Pensions
• Become an expert at layering retirement income sources between couples to minimize tax over 20 years and more
• Help clients minimize capital encroachment and stay invested – building on ROI with tax efficiency
• Proficiently use an assessment tool to structure the client’s pre- and post-tax retirement income needs
• Establish a long term strategic “real wealth management plan” to transition assets
• Plan for business owners with  funds from an operating company, holding company and family trusts
• Provide specific retirement income planning approaches for executives

AFTERNOON: Risk Management with Insurance

• Tax Efficiency Overview: Policy and death benefit types
• Tax Changes: Exempt portion of life insurance policies
• Uses of Insurance to meet RWM Goals:
  • Individual: Protection & accumulation
  • Corporate: Premium payment & deductibility
• Planning Concepts:
  • Individual: Capital gains protection, income sheltering & inter-generational estate equalization
  • Corporate: Buy sell funding, corporate insured annuities, corporate leveraging, collateral insurance, key person, capital dividend account

How to Register

Online: knowledgebureau.com/DAW
Call Local: 204-953-4769
Toll-Free: 1-866-953-4769
Email: registrar@knowledgebureau.com