How Taxes Affect
Your Retirement Plan

Join Certified Financial Planner, Shawn Bellefeuille, for a free one-hour workshop, as he walks you through limiting tax liabilities from your retirement plan.

Tuesday, January 28

12PM

Live Virtual Workshop

Takeaway the process behind what it means to actually retire by design.

One-hour live workshop

In this free and interactive, one-hour live workshop, Shawn will walk you through how to limit your tax liability from your savings and retirement plan.

Free paperback book

Get a free copy of the Pursuit of Retirement. Covering everything from retirement income and assets, taxes in retirement, and estate planning.

One-on-one strategy meeting

After the workshop, you can choose to schedule a free, no-obligation one-on-one financial strategy meeting to further discuss your retirement goals.

It's time to talk about the elephant in the room. Let's talk retirement.

The largest generation – the baby boomers - is set to retire in the next 15 years. In fact, it’s the largest group to ever retire in Canada’s history! And yet, the vast majority have not planned for what comes after age 65.

1. Life expectancy was 64 in 1941

Old Age Security pensions were only payable at age 65. So, the government expected you to die before you could even draw a single payment for your retirement.

2. Understand your tax liabilities

Consumer tax index has increased well over 2,200% since 1961, far outpacing the cost of living like food, clothes, and even the average income. The average Canadian only takes home less than half of what they earn.

3. Retirement priorities

It all starts with a written plan, but do you know which strategies are the best to retire by design? Almost half of Canadians outlive their retirement and continue working beyond age 66.

Tax planning strategies

Do you know what tax strategies you can apply to your retirement plan? Though you can't apply them all, Shawn highlights a few that could be beneficial to you.

Minimize dividends
Severance payment spread
Optimize TFSAs
Corporate tax funds
Pension incoming splitting

Meet your speaker

Shawn Bellefeuille

CFP, CHS, CLU, EPC

Shawn is a Certified Financial Planner, and has been helping people save, invest, and prepare for retirement for over 20 years. As a Certified Financial Planner, Shawn has the experience to guide you through the process to retire by design, and can help you take stock of your situation and develop a two-pronged financial strategy.

More about Shawn

How Taxes Affect Your Retirement Plan

Join Certified Financial Planner, Shawn Bellefeuille, for a free one-hour workshop, as he walks you through limiting tax liabilities from your retirement plan.

Tuesday, January 28

12PM

Live Virtual Workshop

FAQs

How does the workshop work?

Attending the workshop is easy. Once you register (for free), we will be in touch with an email confirmation. We will then provide you with a unique link on the day of the event, which will allow you to access the workshop.

When does the workshop take place?

The workshop session with a financial advisor takes place based on the date and time of the available session you choose.

Is the workshop live?

Our workshops are live and in living colour! You’ll be sitting in the same virtual room as your speaker—meaning you’ll have the opportunity to ask questions and discuss your retirement goals.

Can I attend on another date?

Spots for workshops are available on a first come first serve basis, but you’ll want to act fast, since seats are limited. Don’t miss out!

You can always select a different session for the same workshop at a later date and time.