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