Case Studies In-Class: Focus – Retirement Forecasting

It makes a difference. Your clients might be undersaving – or oversaving at the expense of their peace of mind. This must-attend live workshop will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation. Earn up to 30 CE/CPD credits!

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.

Agenda At A Glance

• Opening Remarks: Strategic Planning for Retirement
• Preparing Retirement Income Plans
  Risk Management in Tax Efficient Wealth Planning
• Life Insurance in Accumulation, Preservation and Transition of Wealth
• Retirement Planning for Business Owners and Executives
• Planning for Post-Retirement Incapacity
• Planning for Personal Residences in Retirement and at Death
• Certification, Evaluation, Close

Click here to see detailed agenda.

Blended-Learning Opportunity

EARN UP TO 30 CE/CPD CREDITS

• 3.5 CE/CPD credits.
  Do pre-session reading in EverGreen Explanatory Notes
   
• 6.5 CE/CPD credits.
  Attend the workshop
  Sept. 17 - Winnipeg, Winter Club
  Sept. 18 - Calgary, Coast Plaza
  Sept. 19 - Vancouver, Arbutus Club
  Sept. 22 - Toronto, Mississauga Convention Centre
   
• OPTIONAL: 20 CE/CPD credits.
  Do post-workshop online assignments in
  Advanced Tax Efficient Retirement Income Planning course. Pay only $297.50 more (regular price $795).

Registration Fees

PER WORKSHOP – CHOOSE YOUR CITY

How to Register

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