Credit Institute of Canada Toronto Chapter AGM

Credit Institute of Canada Toronto Chapter AGM

 

You are invited to attend a FREE informative evening with your fellow credit professionals.


The Annual General Meeting is being held for the following purposes:  Committee Reports, Treasurer's Report, Auditor's Letter, Nominating Committee Report and Appointment of our Auditor for 2020-2021.

By order of the CIC - Toronto Chapter
Secretary:  Michelle Niles, CCP

When: April 16, 2020
Time: 6:00 pm
Location: Online, please register here 

What you will need: You can join the meeting with your smartphone, tablet, computer or laptop. You will also need an internet connection.

Special Presentation
Preparing for the Road Ahead 

By Paul Kalmin, BA, Certified Financial Planner (CFP)

Investment Decisions to Help Secure Your Financial Future
  • A Financial Plan can help answer "Am I going to be okay?" but do you know what information you need to prepare an effective plan?
  • Learn what to expect from your government pensions and how best to use your TFSAs or RSPs to maximize after tax spending for you and your beneficiaries.
  • Do you know the best way to name your TFSA beneficiary? The answer may not be what you think.
  • Minimizing Old Age Security clawback - strategies you may not have considered.

 

About Paul:
Paul has been providing advise as an independent Financial Planner since 2005. His comprehensive advise covers: Investment Planning, Insurance Planning, Tax Planning, Retirement Planning, Estate Planning, and Educational Savings Planning.Through his affiliation with a network of highly skilled professionals, Paul, is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.


When
4/16/2020 6:00 PM - 8:00 PM
Where
CANADA

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