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VERSION:2.0
CALSCALE:GREGORIAN
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PRODID://PENT//1409254
BEGIN:VEVENT
DTSTAMP:20260406T153454
VTIMEZONE:America/Los_Angeles
DTSTART:20260227T020000Z
DTEND:20260227T033000Z
UID:1409254
SUMMARY:Mastering Tax-Efficient Retirement Income Planning
LOCATION:Penticton Lakeside Resort & Conference Centre - Salon A, 21 Lakeshore Drive W, Penticton, BC
DESCRIPTION:Mastering Tax-Efficient Retirement Income Planning\n\n02/26/26 06:00 PM PST\n - 02/26/26 07:30 PM PST\Description:\nPlanning your retirement income doesn’t have to feel overwhelming. This seminar delivers clear, actionable strategies to help you make smarter decisions about taxes, investments, government benefits, and long‑term income sustainability. Whether you’re in or approaching retirement or simply planning ahead, you’ll gain the clarity and confidence needed to structure your savings and investments efficiently to build a retirement income plan that truly works for you.\n\Details:\nSchedule\n\n5:30pm: Doors Open\n5:45pm: Appetizers & Refreshments Served\n6:00pm: Presentation Begins\n7:00pm: Q&A (optional)\n8:00pm: Wrap Up\n\nWhat You’ll Learn:\n\n🔒 Using the Right Account Types\n\nUnderstand how TFSAs, RRSPs, and Non‑Registered accounts each play a unique role in retirement planning — and how to use them together to reduce taxes and increase flexibility.\n\n💸 Holding the Proper Investments\n\nLearn how to match the right investments to the right accounts to improve tax efficiency, and support your lifestyle needs throughout your retirement.\n\n📈 Withdrawing Funds Strategically\n\nDiscover practical withdrawal strategies that help you minimize taxes, preserve government benefits, and extend the life of your savings.\n\n🍁 CPP & OAS: Making the Most of Your Benefits\n\nGain clarity on how Canada Pension Plan and Old Age Security work, when to take them, and how to integrate them into your overall income plan.\n\n✔️ Additional Key Topics\n\n\n	Coordinating multiple income sources\n	Avoiding OAS clawback\n	Managing inflation and longevity risk\n	Spousal income splitting\n\n\n👫 Who Should Attend\n\n\n	Individuals and Couples who want to ensure they're saving correctly\n	Retirees looking to optimize their withdrawal strategy\n	Anyone wanting a clearer understanding of how taxes and benefits affect their retirement income\n\n\n💼 Why This Seminar Matters?\n\nA well‑structured retirement income plan can significantly reduce taxes, improve cash flow, and increase long‑term financial security. This seminar gives you the knowledge to make informed, confident decisions about your future.\n\n🍽️ Appetizers & Refreshments will be served!\n\n\n	With options for (almost) everyone\n\n\Location:\nPenticton Lakeside Resort & Conference Centre - Salon A\n21 Lakeshore Drive W\nPenticton, BC
X-ALT-DESC;FMTTYPE=text/html:Mastering Tax-Efficient Retirement Income Planning<br /><br />02/26/26 06:00 PM PST - 02/26/26 07:30 PM PST<br />Description:<br /><h4>Planning your retirement income doesn&rsquo;t have to feel overwhelming. This seminar delivers clear, actionable strategies to help you make smarter decisions about taxes, investments, government benefits, and long‑term income sustainability. Whether you&rsquo;re in or approaching retirement or simply planning ahead, you&rsquo;ll gain the clarity and confidence needed to structure your savings and investments efficiently to build a retirement income plan that truly works for you.</h4>
<br />Details:<br /><h3><strong><strong>Schedule</strong></strong></h3>

<h3>5:30pm: Doors Open<br />
5:45pm: Appetizers &amp; Refreshments Served<br />
6:00pm: Presentation Begins<br />
7:00pm: Q&amp;A (optional)<br />
8:00pm: Wrap Up</h3>

<p><strong><strong>What You&rsquo;ll Learn:</strong></strong></p>

<h4>🔒<strong><strong>&nbsp;Using the Right Account Types</strong></strong></h4>

<h4>Understand how TFSAs, RRSPs, and Non‑Registered accounts each play a unique role in retirement planning &mdash; and how to use them together to reduce taxes and increase flexibility.</h4>

<h4>💸&nbsp;<strong><strong>Holding the Proper Investments</strong></strong></h4>

<h4>Learn how to match the right investments to the right accounts to improve tax efficiency, and support your lifestyle needs throughout your retirement.</h4>

<h4>📈&nbsp;<strong><strong>Withdrawing Funds Strategically</strong></strong></h4>

<h4>Discover practical withdrawal strategies that help you minimize taxes, preserve government benefits, and extend the life of your savings.</h4>

<h4><strong><strong>🍁 CPP &amp; OAS: Making the Most of Your Benefits</strong></strong></h4>

<h4>Gain clarity on how Canada Pension Plan and Old Age Security work, when to take them, and how to integrate them into your overall income plan.</h4>

<h4><strong><strong>✔️ Additional Key Topics</strong></strong></h4>

<ul>
	<li><strong><strong>Coordinating multiple income sources</strong></strong></li>
	<li><strong><strong>Avoiding OAS clawback</strong></strong></li>
	<li><strong><strong>Managing inflation and longevity risk</strong></strong></li>
	<li><strong><strong>Spousal income splitting</strong></strong></li>
</ul>

<h4><strong><strong>👫 Who Should Attend</strong></strong></h4>

<ul>
	<li><strong><strong>Individuals and Couples who want to ensure they're saving correctly</strong></strong></li>
	<li><strong><strong>Retirees looking to optimize their withdrawal strategy</strong></strong></li>
	<li><strong><strong>Anyone wanting a clearer understanding of how taxes and benefits affect their retirement income</strong></strong></li>
</ul>

<h4><strong><strong>💼 Why This Seminar Matters?</strong></strong></h4>

<h4>A well‑structured retirement income plan can significantly reduce taxes, improve cash flow, and increase long‑term financial security. This seminar gives you the knowledge to make informed, confident decisions about your future.<br />
<br />
<strong><strong>🍽️ Appetizers &amp; Refreshments will be served!</strong></strong></h4>

<ul>
	<li>With options for (almost) everyone</li>
</ul>
<br />Location:<br />Penticton Lakeside Resort & Conference Centre - Salon A<br />21 Lakeshore Drive W<br />Penticton, BC 
PRIORITY:3
TRANSP:TRANSPARENT
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