Take Advantage of Your Seniority

                       

Retirement Adjustment

Retirement 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

" Everyone thinks of changing the world, but no one thinks of changing himself." - Leo Tolstoy

Community Guide 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 here as a .pdf file which is a good size and may take a while to arrive at your computer with a slow internet connection.

adobereader

You will also require the free Adobe Reader software, available by clicking on the button to the left.

     

Registration starts Monday, August 31. 2009
Register at 519-837-5699 or regexpress.guelph.ca

Webmaster: Ken Russell Email: gwsainfo@gmail.com

 
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