Taxes in Retirement Preparation Seminar – Regina

Topics to be covered:

• Learn the ins and outs of government, corporate, and personal retirement investments and plans
• Protect more of your assets with careful planning and a better understanding of the tax system
• Understand how and why the system works so you can plan for a stress-free, confident retirement
• Discover tax planning basics and strategies that could help you keep more of your retirement income
• Learn how managing your taxable income can preserve tax credits and government benefits
• You can arm yourself with the knowledge that will point you on the path to retirement now
• Withdrawal 101: What you need to know about accessing your income (hint: one size does not fit all)
• Understand the real cost of poor planning because the wrong approach could be expensive
• There is not right away to plan for retirement but the wrong way will cost you

Course Description

You’ll leave this workshop with a clear understanding of the differences, benefits, and nuances between corporate, private, and public retirement savings plans. You'll also learn about the 3 “D’s” of tax planning and how to apply them to your unique financial situation. We’ll explore how to withdraw your income efficiently and preserve the assets you've worked hard to build.

Dealing with taxes is always going to be part of retirement, but with the right approach, you can minimize the impact and make the most of your income.

This seminar is ideal for retired Canadians and those approaching retirement. With a bit of planning—and the right information on tax laws, government benefits, and income strategies—you can feel more confident about managing and protecting your savings.

You’ll also have the opportunity to learn directly from a 2025 Consumer Choice Award-winning, Regina-based Certified Financial Planner®, who can answer your questions and help you move forward with clarity.

You’ve worked hard for decades. Now it’s time to make sure your money works just as hard for you. Whether you want to protect what you've saved, maximize your government benefits, or avoid common pitfalls—this session is designed to give you the insight you need to retire with confidence.

Join us on Thursday, June 26 from 6:15 PM to 7:30 PM at the George Bothwell Library, Room GB-2.

There is no charge to attend, but seating is limited. Reserve your spot today.