Tax Efficiency Strategies for Retirement - Free Educational Workshop
Schedule
Tue, 31 Mar, 2026 at 06:30 pm to Thu, 02 Apr, 2026 at 08:00 pm
UTC-04:00Location
Nepean Sportsplex | Ottawa, ON
About this Event
During this 90-minute educational workshop, we will cover:
CPP Timing Strategy
• Age 60 vs 65 vs 70 breakeven considerations
• How timing impacts lifetime income
Old Age Security (OAS) Clawback
• When clawback begins
• Strategies to manage taxable income levels
Pension Income Splitting
• When it applies
• How it may lower household tax burden
RRSP & RRIF Withdrawal Sequencing
• The “RRSP meltdown” concept
• Avoiding large tax exposure later in retirement
TFSA & Capital Gains Planning
• Shelter strategies
• Tax deferral considerations
Estate Tax Exposure
• Understanding potential tax on your estate
• Strategies that may reduce final tax burden
All attendees will also have the option to receive a complimentary Retirement Income Tax Analysis.
This workshop is ideal for individuals and couples who:
• Are age 55+
• Are within 5–10 years of retirement or already retired
• Have accumulated registered and non-registered assets
• Want to better understand tax efficiency in retirement
• Are concerned about preserving wealth for the next generation
This is a strictly educational event. No financial products will be sold.
Where is it happening?
Nepean Sportsplex, 1701 Woodroffe Avenue, Ottawa, CanadaEvent Location & Nearby Stays:
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