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What are the next topics in the 2017 Seminar Series?

Ask the professionals – September 2017

Written by Dave Lee
September 13, 2017

Here are the next four:

  • Tax Strategies to Enhance Retirement Income: Learn to reduce tax on RRIFs, avoid OAS claw-back, and choose lower-tax investments. September 28
  • Estate Planning for Seniors: 10 Common estate planning mistakes, and how to fix them October 5
  • Pass Wealth to the Next Generation: Tax-efficient life insurance strategies for your later years. October 12
  • Planned Giving: How to make the most of your charitable gifts. November 2

All Seminars at 10:00 AM on Thursdays