Planning Sweetspots: Tax-Efficient Retirement Income Layering

Boomers are moving towards retirement, but many are not getting the planning services they need to manage their retirement income on a tax-efficient basis.

Financial professionals who wish to specialize in this important service will not want to miss the leading professional workshop on the subject: SPRING DAW May 24-31 in Winnipeg, Calgary, Vancouver and Toronto respectively.

WHAT WILL YOU LEARN? Using a case-study approach you will learn about effective retirement income layering, averaging and splitting, with a view to both income adequacy and the minimization of capital encroachment. How to transfer assets in life and at death is covered in detail for both investors and in particular for business owners, so you can answer questions on the most recent personal, corporate and trust tax changes that affect retirees and their heirs, with confidence.

WHY IS THIS CONTENT ESPECIALLY TIMELY OR TOPICAL? You will be able to enhance your value proposition in tax-efficient retirement and succession planning, by integrating the latest tax changes to preserve family wealth. The integration of personal, corporate and trust structures will be discussed with a view to empowering heirs. Please revie the detailed agenda.

KEY BENEFITS FOR AUDIENCE: You’ll learn the theory, cover practical examples and come away with comprehensive notes, tools and research opportunities. Lean in through a case-study approach and peer-to-peer discussion with some of Canada’s most illustrious and experienced speakers on the subject of tax-efficient retirement and succession planning:  Evelyn Jacks, Alan Rowell, Larry Frostiak and guest speakers Marc Labrecque, Chris Fudge, Andy Fisher and more!

MULTI-MEDIA COMPONENTS: This one‐day workshop is delivered with three components—pre-reading, in-class session, and a post-session online course component (the latter is optional). Participants will earn a beautiful certificate and can claim up to a full credit towards your MFA™ or DFA-Tax or Bookkeeping Services Specialist™ Designations as well as Insurance and IIROC credits as described below:

• Pre-Session Reading:  Come better prepared for your session! Plus earn 3.5 non-verifiable credits by reading ten topics in EverGreen Explanatory Notes.
• In-Class Session: Earn 6.5 CE/CPD credits with the completion of your in-class evaluation. IIROC and Insurance accreditation is estimated pending final agenda approval.
• Knowledge Journal - Cutting Edge Detail:  Learn the detailed provisions of the March 22, 2016 Federal Budget and the comprehensive personal and business planning changes that affect tax and wealth advisors. A Comprehensive Knowledge Journal featuring the latest research in retirement and succession planning, case studies and PowerPoint presentations will be included.
• All New 2016 Calculators: Answer your clients’ questions about the real tax cost of retirement income planning using Knowledge Bureau’s new 2016 Calculators, including the 2016 Income Tax Estimator, 2016 Tax-Efficient Retirement Income Calculator, and the CPP Income Estimator. Free access to the calculators will be included until June 30.
• Expert In-Class Instruction featuring Case Studies on Retirement Planning Techniques: Learn a case-study approach to retirement, wealth and transition planning from Canada’s top experts on the subject. Learn tips in mastering the critical conversations you should be having with your clients about selecting powers of attorney, executors and a professional team to assist with retirement, investment and asset transfer decisions in critical transition periods, too.
• Relationship Management with CRA: Learn practice management tips for running a technologically savvy practice with software solutions that can assist with all aspects of your business growth.

For more information, call 1-866-953-4769. Tuition savings are available for early registrations by May 15.

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