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College Planning

College Planning

Finance

College Planning Seminars

One financial goal that most parents share is a college education for their children. Yet with college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today. Starting now, rather than later, can help ensure that you are financially prepared when your child is ready for college.

Estate Planning

You’ll Learn About:

Financial Aid

We’ll cover navigating FAFSA and getting the maximum amount of financial aid from each school. Also, how the U.S. Department of Education calculates your Expected Family Contribution (EFC) and which assets are taken into consideration.


Reducing Costs

You’ll learn about various strategies to lower your “out-of-pocket” costs while also increasing your college-related tax deductions and tax credits.

Saving

We’ll discuss multiple ways to save money and financially plan for your child’s college funding. 

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Retirement Planning

Retirement Planning

Finance

Retirement Planning Seminars

You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions. You will need to make decisions on the best methods to withdraw funds from your savings, investments and retirement plans. Fortunately, there are sound ways to help stretch your retirement income.

retirement

You’ll Learn About:

Retirement Income Streams

We’ll discuss how you can tap into your retirement accumulations and make the most of your income streams.


Personal Wealth Management

Learn how to invest for stability, income and growth potential. We’ll also share how to utilize financial vehicles that could last a lifetime.

Creating a Diverse Portfolio

We’ll address common threats to retiree portfolios and determine which investments could help build an income-producing portfolio.

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Taxes in Retirement

Taxes in Retirement

FINANCE

Taxes in Retirement Seminars

Retirement is rated one of life’s most stressful events. Do you have a retirement tax strategy? If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

taxes in retirement canada

You’ll Learn About:

Retirement Taxation

We will equip you with the most up-to-date and comprehensive information for navigating the retirement maze.

Efficiently Harvesting Income sources

This includes Social Security, 401(k), other sources or a combination of them all.

The Official New Tax Reform Rules

You’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over taxation — all with the goal of saving you money.

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Estate Planning

Estate Planning

Finance

Estate Planning Seminars

Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.

Estate Planning

You’ll Learn About:

Wealth Management

We’ll discuss how to control who gets what, when and how. Also, how to avoid probate and calculate the value of your estate.

Trusts

You’ll learn about the difference between a revocable or irrevocable trust and the importance of having a trust and life insurance policy if you’re from a blended family.

Planning

We’ll cover finalizing your last wishes, how to not disinherit your children and grandchildren because of divorce or other triggering events and more.

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