Planning Retirement Cash Flow
Probably one of the most important skills needed in retirement.
Book your spot to join the discussion on what you need to know!
Course Description:
It’s all very well to have enough assets to retire. But, converting these assets into an annual and monthly cash flow that meets your needs in a way that does not reduce your return and also does not result in unnecessary tax is another matter.
Moderator: Pat Simke, (See biography)
Maximum Number of spots: 25
Date and Time: Tuesday November 11 from 10:00 am to 4:00 pm (2 1/2 hour lunch break)
Location: TBD, in Bloor/Yonge area
Cost: $12.00, including HST - No Membership Fee required
Book below
See Course Terms and Conditions
Probably one of the most important skills needed in retirement.
Book your spot to join the discussion on what you need to know!
Course Description:
It’s all very well to have enough assets to retire. But, converting these assets into an annual and monthly cash flow that meets your needs in a way that does not reduce your return and also does not result in unnecessary tax is another matter.
- There are proven strategies to do this, and in this course we will examine how to create an overall “pension” for you, factoring in all your asset classes and various sources of income such as pensions, CPP, and OAS.
- At the end of the course you should have a cash flow action plan that works for you.
- In-class course materials will be provided
Moderator: Pat Simke, (See biography)
Maximum Number of spots: 25
Date and Time: Tuesday November 11 from 10:00 am to 4:00 pm (2 1/2 hour lunch break)
Location: TBD, in Bloor/Yonge area
Cost: $12.00, including HST - No Membership Fee required
Book below
See Course Terms and Conditions