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Estate Planning Council of CANADA

Working When Older - Pension Related Q & A

  • April 28, 2022
  • 3:00 PM - 4:15 PM (EDT)
  • Virtual


What to consider before collecting Canada Pension Plan 

  • How your age will affect your monthly payment
  • Whether you plan on working while receiving your pension
  • Your personal savings, investments or company pension plan
  • Your retirement planning and the lifestyle you want when you retire
  • Current health, or any disabilities
  • Whether you have any other income such as business investments, rental income, etc.

Valuable Pension information for your Clients 

  • Delaying CPP or OAS
  • Disability Guidelines - and conversion to pension
  • What is the definition of Disability?
  • Survivor and Death Benefits 
  • How does Medical Adjudication work?
  • Appeals and Reconsiderations

Presented by Brenda Giesbrecht  - Outreach Liaison at Service Canada

Brenda has been presenting to Advisors for many years and is outstanding at answering your questions and providing contacts for Liaison's across Canada.

Our speaker is happy to answer your pension questions but not specific case related queries during the presentation.

Registration $20

No Charge for EPCC Members

Forward this link for your colleagues to register: https://www.epc-canada.org/event-4713881

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.

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