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, airing live on Tuesday, November 28, 2023, at 1 pm ET presented by Advisor.ca and Investment Executive 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
Register now and earn CE credits from FP Canada, IIROC and MFDA (credits pending approval)
Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada, IIROC and MFDA for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.
If you have questions, please
contact support@cecorner.ca.
Sponsored by:
