Date/Time
2/26/2026
6:00 PM - 7:30 PM Pacific
6:00 PM - 7:30 PM Pacific
Event Type(s)
Community Events
Event Description
Planning your retirement income doesn’t have to feel overwhelming. This seminar delivers clear, actionable strategies to help you make smarter decisions about taxes, investments, government benefits, and long‑term income sustainability. Whether you’re in or approaching retirement or simply planning ahead, you’ll gain the clarity and confidence needed to structure your savings and investments efficiently to build a retirement income plan that truly works for you.
Location
Setting: In-Person
Penticton Lakeside Resort & Conference Centre - Salon A
21 Lakeshore Drive W
Penticton, BC
Click here for Google Maps
Penticton Lakeside Resort & Conference Centre - Salon A
21 Lakeshore Drive W
Penticton, BC
Click here for Google Maps
Contact Person
Steven Theimer
(phone: 2508099820)
(phone: 2508099820)
Details
Schedule
5:30pm: Doors Open
5:45pm: Appetizers & Refreshments Served
6:00pm: Presentation Begins
7:00pm: Q&A (optional)
8:00pm: Wrap Up
What You’ll Learn:
🔒 Using the Right Account Types
Understand how TFSAs, RRSPs, and Non‑Registered accounts each play a unique role in retirement planning — and how to use them together to reduce taxes and increase flexibility.
💸 Holding the Proper Investments
Learn how to match the right investments to the right accounts to improve tax efficiency, and support your lifestyle needs throughout your retirement.
📈 Withdrawing Funds Strategically
Discover practical withdrawal strategies that help you minimize taxes, preserve government benefits, and extend the life of your savings.
🍁 CPP & OAS: Making the Most of Your Benefits
Gain clarity on how Canada Pension Plan and Old Age Security work, when to take them, and how to integrate them into your overall income plan.
✔️ Additional Key Topics
- Coordinating multiple income sources
- Avoiding OAS clawback
- Managing inflation and longevity risk
- Spousal income splitting
👫 Who Should Attend
- Individuals and Couples who want to ensure they're saving correctly
- Retirees looking to optimize their withdrawal strategy
- Anyone wanting a clearer understanding of how taxes and benefits affect their retirement income
💼 Why This Seminar Matters?
A well‑structured retirement income plan can significantly reduce taxes, improve cash flow, and increase long‑term financial security. This seminar gives you the knowledge to make informed, confident decisions about your future.
🍽️ Appetizers & Refreshments will be served!
- With options for (almost) everyone
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| 2/26/2026 |    |
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