Retirement Income Planning Workshop
Wednesday December 2nd, 2020 at 7:00PM, Virtual Event on Zoom
A Proven Approach
PLEASE JOIN US FOR
AN EXCLUSIVE EVENT
WEDNESDAY DEC 02, 7:00 PM
CPP & OAS
How much can you expect to receive ?
When should you take; early, age 65 or defer ?
... some surprising answers
Today’s pre-retirees and retirees must face increasingly complex issues in planning to have enough income for retirement: eroding investment portfolios, low interest rates and an ever increasing cost of living, to name a few.
CPP & OAS combined can represent in excess of $900,000 in pension income over your retirement. Making effective decisions on when to start drawing… at 65, early or deferred can have a substantial impact on the cumulative amount you can receive. In addition some of these benefits could be clawed back.
Join us for an insightful and complimentary online presentation where you will discover:
• Understanding your CPP & OAS options
• Determining if you will be subject to OAS clawbacks & strategies to avoid losing some or all of your Old Age Security benefits
• How to calculate which choice will be best for you
• What should a comprehensive financial plan look like and the checklist of what it should address.
Is this workshop for you ?
The strategies and planning that will be discussed are optimized for families and individuals with investable retirement assets of $250,000 or greater.
This workshop is designed for individuals approaching retirement or recently retired; who are seeking expert advice to achieve financial security in retirement, protecting and maximizing their wealth.
We also can provide a range of seminars options for those who chose to do their own financial and investment planning and would be pleased to recommend alternatives better suited to fit the needs of those individuals.
Why Us?
Our team is comprised of people with different kinds of finance, tax and legal experience from various professional fields, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Avrum Liederman, CFP, RRC
Catalin Zetu, MBA, CFP
Valerie Yip, BMos
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