Securing Your Future: Retirement and Legacy Planning is a must-attend session for mid- to late-career professionals who are serious about taking control of their financial future. This informative event will guide you through the key components of building a sustainable retirement income plan, with a focus on tax-efficient strategies for withdrawing from registered accounts.
You’ll also learn how to prepare for the unexpected—such as healthcare and long-term care expenses—and gain a clear understanding of essential estate planning tools like wills, trusts, and powers of attorney. Finally, discover smart strategies to minimize taxes on wealth transfer, ensuring your legacy is protected for generations to come. Whether you're nearing retirement or simply planning ahead, this session will empower you with the knowledge to retire confidently and leave a lasting impact.
* Please note, the Zoom link will be in your registration confirmation email. An email reminder will also be sent 24 hours before the event.
- If you do not have a CITT Account, click here to create an account, then complete your registration below.
- If you already have a CITT Account, please sign in, then complete your registration below. If you’ve forgotten your login information, you can retrieve your username or reset your password.
- Please contact info@citt.ca if you're having trouble logging in.
COMPLETE REGISTRATION:
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Make sure you complete the registration process by hitting the Submit Order button.
If you do not receive your event confirmation, or if you need any help registering, please contact Tracy Persoglio at tpersoglio@citt.ca.