- 101 – 1320 Cornwall Road Oakville, Ontario | L6J 7W5
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Retirement Planning Seminar
Stay ahead of the curve
Learn how to build a reliable retirement income, manage risks effectively, and create a structured plan for long-term financial stability.
RETIRING WITH CERTAINTY
TWO LOCATIONS AVAILBLE
Retirement planning can be overwhelming. Understanding the recent changes to tax laws, government benefits, and pensions are important factors to consider when crafting a retirement plan that works for you and your family. This complimentary expert-led seminar helps attendees (aged 50+) maximize income, understand pension benefits, & manage healthcare costs; ensuring a secure, stress-free transition into retirement.
- Practical financial insights
- Real-world retirement strategies
- Clear and structured guidance
Topics Covered
Key Retirement Planning Topics Covered
- Retirement income sources
- CPP timing considerations
- OAS clawback
- RRSP withdrawal strategies
- Tax considerations in retirement
SPECIAL GUEST SPEAKER
Michael Sanson, CIM®, CIWM, FCSI®
Portfolio Manager,
Senior Financial Advisor – Manulife Wealth Inc.
- Two decades of Investment Industry Experience.
- Holds a Certified International Wealth Advisor designation.
- The Fellow of the Canadian Securities Institute (FCSI) designation is one of the highest distinctions available in Canada for financial professionals, signifying a commitment to advanced education, professionalism, and ethical conduct.
- CEO of Guided Wealth Management.
Trusted Wealth Management is a trade name used to carry on business related to stocks, bonds and mutual funds only. Investment dealer dealing representatives (“Investment Advisor”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Insurance products and services are sold through Manulife Wealth Insurance Services Inc. Please confirm with your Advisor which company you are dealing with for each of your products and services.
Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates, under license.
Who Should Attend
Designed for Your Retirement Planning Needs
Pre-Retirees
Pre-retirees planning their retirement income strategy
Tax Planners
Individuals seeking tax-efficient withdrawal strategies
Investors
Investors looking to better understand retirement planning
What You Will Gain
Key Benefits You Will Gain
- Better understanding of retirement income planning
- Clarity on government benefits like CPP and OAS
- Strategies to reduce taxes in retirement
- Confidence in long-term financial planning decisions
Secure Your Spot in Our Seminar
Reserve your seat today and take the first step toward building a confident retirement plan.
Register for the Retirement Planning Seminar
Fill out the form below to reserve your seat and receive seminar details.