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Estate Planning Council of CANADA

An Advisor's Perspective: Planning for 2025 and Beyond

  • December 12, 2024
  • 2:00 PM - 3:00 PM
  • Live Online Event

Registration

Everyone is looking for reliable, tax-efficient cash flow throughout retirement. This session will highlight approaches that continue to adapt well to client situations for 2025 and beyond.


Areas to be discussed:

RRSP Meltdown

• CPP & OAS - changes have made it more significant now

• Individual Pension Plans (IPPs)

• Capital Gains solutions for professional corporation and business owners

• Charitable Giving upon death – points about tax advantages

• Annuities and defined benefit pension plans

• What is financial planning & what is fee-only financial planning?

How you draw your income from your RRSPs, TFSAs, LIRAs, Non-Registered Funds, CPP/OAS and any individual pensions you may have is critical. If done properly, your income is maximized and your tax is minimized. If not done correctly, you are paying much more tax than necessary.

Presenter:

Ken Doll - BA, B.Comm., MA, CFP, CLU, TEP, ICD.D


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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