Take Advantage of Your Seniority
Retirement Adjustment
Preserving Wealth and Making Life Less Taxing - WealthCare University will be providing a series of educational sessions at the Evergreen Seniors Centre, the 3rd Monday of each month.
The focus will be on Preserving Wealth; Guaranteeing Income and Paying Less Tax. Some topics covered in the sessions will include:
- How Seniors Can Preserve Wealth
- Other than Revenue Canada who would you rather give 100's of thousands of dollars to?
- Insuring Your Estate - Estate Bonding
- Unlocking the Working Capital in Your Largest Asset
- Redeem Your RRIF Money 'Tax Free'
- Preserving the Family Cottage
- Establishing Joint Ownership, is it worth it?
- Planning for Retiring Famers and Small Business Owners
- Splitting Income after Death
Planning Today for Tomorrow - There are a lot of myths regarding preplanning your final arrangements. Get the facts to ensure your wishes are met and take the stress off your family members.
Keep Revenue Canada Out - Want to keep Revenue Canada out of your will? Learn how to protect principal in down markets, lower your tax bill, decrease taxes paid at death, maintain a stream of income regardless of markets, and reduce volatility during volatile times. Presented by: Beth Hanson, Investors Group

For information, prices and dates of courses being offered right now we would suggest that you download the Seniors section of the Fall 2009/Winter 2010 Community Guide available
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