November 8, 2021 

Register now: Managing post-retirement portfolios virtual roundtable

Learn essential strategies for retirement income generation and tax-efficient ways to help your clients use the assets they’ve set aside for retirement at the virtual roundtable, Managing post-retirement portfolios, on Nov. 23 at 1 p.m. ET. The roundtable will feature Canada Life’s Tax and Estate Planning Consultant, John Yanchus, CPA, CA, TEP as he shares tips that can help you get your clients’ portfolios post-retirement ready. 

What do you need to know about the Canada Pension Plan (CPP), Old Age Security (OAS), tax-free savings accounts (TFSAs), and registered retirement income funds (RRIFs)? How can you set up post-retirement portfolios that help secure your client’s income after retirement? Get thoughtful answers to these questions and more from the roundtable’s experts. Plus, you’ll earn CE credits for attending! CE credit amount pending.