How Taxes Affect
Your Retirement Plan
Join Certified Financial Planner, Shawn Bellefeuille, for a free 30-minute workshop, as he walks you through limiting tax liabilities from your retirement plan.
Tuesday, September 30 at 12PM
Live Virtual Workshop
How Taxes Affect
Your Retirement Plan
Join Certified Financial Planner, Shawn Bellefeuille, for a free 30-minute workshop, as he walks you through limiting tax liabilities from your retirement plan.
Tuesday, September 30 at 12PM
Live Virtual Workshop
Takeaway the process behind what it means to actually retire by design.
30-minute live workshop
In this free and interactive 30-minute 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
✓ Corportate tax funds
✓ Pension income splitting
Meet your speaker
Shawn Bellefeuille
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.
How Taxes Affect Your Retirement Plan
Join Certified Financial Planner, Shawn Bellefeuille, for a free 30-minute workshop, as he walks you through limiting tax liabilities from your retirement plan.
We may reach out to you before the workshop to ensure you’re set up, ready to join, and to answer any questions you may have.
We may reach out to you before the workshop to ensure you’re set up, ready to join, and to answer any questions you may have.
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.