TAX CONSIDERATIONS FOR SENIORS

Location: Zoom (Online Webinar)

Description:

Do you wonder if you are taking advantage of the tax benefits available to you as a BC senior to maximize your income in retirement? Join Tracey Lundell for a multi-faceted discussion regarding a number of tax related financial topics, including:

• An economic update
• Strategic taxation of Non-Registered Investments
• Registered Investment Accounts - Tax Deferred and Tax Free Accounts, including recent budget updates re deferring some of your RRIF income
• Taking advantage of various government grants and tax credits available to most BC seniors to minimize income tax payable and increase retirement cash flow
• Making your philanthropic giving plan more tax-effective
• Planning for the future in terms of transferring wealth between generations – estate planning considerations and financial tools available (like family holding companies, trusts…)

Tracey Lundell is an Investment Advisor with Harbourfront Wealth Management and has been providing a full suite of wealth management services to her clients including tax, investment and wealth planning for over 30 years. She is an investment and fixed income specialist holding a number of industry certifications including the Professional Financial Planning and Chartered Investment Manager designations.

GUEST PRESENTER: Tracey Lundell 

FACILITATOR: Jean Garnett 604-277-1130 jeangarnett@shaw.ca

Please Register By: Monday, September 21, 2020

Mandatory membership(s):

• TALK Annual Membership

Available: 17/50

Price: $15.00 Taxes waived

Required age: 50+ on the day of the activity

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