Rates on guaranteed income products have risen to levels not seen in years. How should the current investing environment affect how retirees decumulate their nest egg, particularly as they begin drawing down their RRIFs? How can they do this tax efficiently, especially when considering government benefits? For business owners, how can pre-retirement withdrawals from a corporation improve retirement income? This webinar will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.
This virtual roundtable, hosted by Advisor.ca and Investment Executive which aired live Tuesday, November 28, 2023 at 1:00 pm ET, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.
Moderated by:
Melissa Shin, Editorial Director, Advisor.ca & Investment Executive
Presented by:
Mustafa Bukhari, National Team Lead, Skyline Wealth Management Inc.
Lori Clements, Director, Tax & Estate Planning, Sun Life Global Investments
Bryan Lee, Vice President & Director, Retail Client Portfolio Management Team, TD Asset Management Inc.
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management
Need CE credits?
Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.
For those who missed the live webinar on Tuesday, November 28, 2023 at 1:00 pm ET, the recording is also available on CE Corner.
You will be required to complete a quiz to obtain a CE certificate from FP Canada, IIROC and MFDA. CE accreditation is powered by CE Corner.
If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada, IIROC and MFDA is ready.
If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.
If you have any questions, please contact support@cecorner.ca.
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