Have you saved enough for retirement? You’ve worked hard for decades. On the verge of retirement, you may have questions about your savings and how to best protect them. You might also want to learn more about which government benefits you’re entitled to – and when you can start receiving them. Our goal is to teach you how to plan and set yourself up for success in order to optimize your retirement income.
We’ll discuss the different ways your Canada Pension Plan and Old Age Security can be claimed, how survivor benefits work, how to potentially increase and/or recapture your benefits and how registered, non-registered and TFSA income affect government benefits.
Retirement Income Optimization
We’ll help you understand and maximize your options, as well as discover new strategies that could help you protect yourself against hidden risks.
Tax Basics
You’ll learn about the basics of the Income Tax Act and tax levels.
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Medicare can be an incredibly complex and confusing program. It’s to your benefit to understand how these programs work and how you can maximize your benefits. Wisely managing your Medicare benefits starts with understanding the facts. Join us to learn about the different options available to see which plan makes the most “cents” for you and your budget.
Learn tips and best practices on how and when to sign up for Medicare benefits including what you need to know before you enroll.
Coverage and Cost
We’ll go over the multiple coverage options including Part A, B, C and D, and will break down the costs, as well as the gaps in coverage and the potential need for supplemental insurance.
Maximizing your Benefits
Maximizing your Medicare benefits starts with understanding the facts. We will break everything down into simple to understand information and help you take the guesswork out of Medicare.
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Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection and some inflation protection. It may be the closest thing you receive to a traditional pension. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
We’ll cover different strategies to get the most out of your benefits when you do decide to claim. This includes how the “do over” and “start, stop, restart” strategies work.
Enhancing your Benefits
We’ll discuss how married couples can help enhance their combined monthly and lifetime benefits, how to claim retroactive benefits as a lump sum, the effect of remarriage on survivor benefits for widowed and divorced spouses, five factors that could reduce the actual payments you receive and more.
Recent Updates
We’ll also go over The SECURE Act, the impact that it could have on your retirement savings and changes to Social Security filing strategies.
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You’ve worked hard for decades. On the verge of retirement, you may have questions about your savings and how to best protect them. You might also want to learn more about which government benefits you’re entitled to – and when you can start receiving them. Our goal is to teach you how to plan, tell you what you need to know about the tax system and provide strategies to help you set yourself up for success in order to optimize your retirement income.
You’ll leave this course having learned the differences, benefits and nuances of corporate, private and public retirement savings plans.
Retirement Taxation
You’ll learn about “3 D’s” of tax planning and how to make it work precisely for you and your family. We’ll also cover how to minimize your taxes in retirement to make the most of your hard-earned retirement income.
Preserving Assets
We’ll discuss withdrawing your income and preserving your hard-earned assets.
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We offer hundreds of events every month across the United States and Canada. Click on the button below to find an event near you!
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.
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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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.
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