Lunch n' Learn - Retirement Planning for Business Owners

Have you started a plan for your retirement yet? Are planning to retire from your business more than 7 years from now? If so, do you know the options that are available to you?

Join us to review your retirement planning options. This lunch and learn is focusing on the various options available for your eventual retirement and what you need to know to plan for it

If you're a business owner and you're not sure about the options to save for your retirement, then this seminar is for you! CPP, TFSA or RSP, take time now to know and understand your options to plan for your future.

Date: Friday, February 24th (12 to 1 pm)
Location: Marigold Cultural Centre Boardroom (605 Prince Street)
Cost: Free!

Presenters:

Shane Holman, Investment Retirement Planner, RBC Financial Planning
Switching from Saving to Spending Retirement Nest Egg
Sources of Income now vs. Sources of income in retirement - ex RRSP, TFSA , Pensions, CPP, OAS

Kelly Kolke, BBA, CA, Grant Thornton LLP
Summary of the 2012 changes to the Canadian Pension Plan rules. This will include reviewing the new penalties for receiving CPP prior to age 65 as well as premiums for deferring CPP until after age 65. We will also look at the mandatory contributions required for employees who have elected to receive CPP early and are continuing to receive pensionable earnings prior to age 65 and required elections to avoid CPP contributions after age 65.

Lunch consists of soup and sandwiches.
Please register by calling 895-6328 or emailing This e-mail address is being protected from spambots. You need JavaScript enabled to view it (registration is required and a limited number of seats is available).

This luncheon is presented by: