Maximizing your after-tax retirement income

Mar 05, 2024 07:00 PM Eastern Standard Time - Mar 05, 2024 07:45 PM Eastern Standard Time
Online Event WebEx , Virtual

Are you approaching retirement or have you recently retired? Maximizing your retirement income may be an important aspect of enjoying and making the most of this new phase of your life. However, a large portion of your major sources of retirement income may be taxed at the top marginal tax rate with no preferential tax treatment. Fortunately, there are several approaches you may want to consider to maximize your after-tax retirement income. Join us for an insightful discussion on tax-saving retirement measures. 

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Your Guide to Estate Planning | Wills, Trusts & POAs

Nov 30, 2023 06:30 PM Eastern Standard Time - Nov 30, 2023 07:15 PM Eastern Standard Time
Online Event, Webex

Having an up-to-date Will and powers of attorney are the cornerstone of an effective estate plan. Yet, a recent report published by the NIA in collaboration with RBC Royal Trust notes that the majority of Canadians do not have these key documents in place, despite the potential consequences to yourself and your loved ones.

Join us to understand how you and your family can overcome the barriers we face when planning our estates. Our guest speaker,  Sara Bond LLB, LLM(Tax),TEP  is a Wills and Estate Consultant with our RBC Family Office Services. She will share her insights on key elements to include in your estate plan and the actions you can take at any stage of life to complete your powers of attorney, Wills and estate plan.


Tips on Successful Investing in Volatile Markets

Oct 24, 2023 04:30 PM Eastern Daylight Time - Oct 24, 2023 05:15 PM Eastern Daylight Time
Webinar Event WebEx, Online

With the heightened volatility in today's market, you may be wondering whether you should make changes to your investment portfolio. Stock market volatility is a normal part of investing. But what you do  and don’t do during times of higher volatility can make the difference between success and failure as an investor.  

Join us for an insightful discussion with our guest speaker, Rob Sluymer, CFA, Technical Strategist at RBC Wealth Management. With 30 years of experience in investment research and technical analysis, Rob will share his insights on current market outlook. We will also share some tips that can help you manage volatility and achieve your long-term investment goals.

Don't miss out on this opportunity to gain valuable knowledge and make informed investment decisions.


Comparing Saving Options: TFSA vs. RRSP vs. FHSA

Sep 12, 2023 06:00 PM Eastern Daylight Time - Sep 12, 2023 07:00 PM Eastern Daylight Time
Online Event, Webinar

When examining your saving choices, it’s important to note there is no single or absolute answer. Instead, there are many considerations that may make a particular savings vehicle more suitable for you.There are a number of tax-efficient options for Canadians when it comes to saving for the future. Join us for an insightful discussion on how best to utilize the various saving vehicles available and their main differences. 


Maximizing your retirement benefits with an Individual Pension Plan

Jun 26, 2023 06:30 PM Eastern Daylight Time - Jun 26, 2023 07:00 PM Eastern Daylight Time
Webex Online Virtual, Event

An Individual Pension Plan (IPP) is one of the most tax-efficient retirement savings plans in the market today. Join us for an insightful discussion on how an IPP  builds your retirement savings quicker and provides enhanced retirement benefits and important tax advantages for business owners and key employees.


Business Owner Planning

Five Key Planning Strategies for Business Owners

Apr 17, 2023 06:30 PM Eastern Daylight Time - Apr 17, 2023 07:00 PM Eastern Daylight Time
Webinar Event Webex, Online

As a business owner, you have key decisions to make at each stage of your business lifecycle – from how to structure your business to how to wind it down. Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business, but also for yourself and your family. Join us as we discuss 5 Key Strategies to include in you business owner plan. 


Keys to Planning a Tax-Efficient Retirement

Mar 20, 2023 06:00 PM Eastern Daylight Time - Mar 20, 2023 06:30 PM Eastern Daylight Time
Online Event Webex, Webinar

Are you approaching or thinking of retirement? Maximizing your retirement income is an important aspect of enjoying and making the most of this new phase of your life. However, a large portion of your major sources of retirement income may be taxed at the top marginal tax rate with no preferential tax treatment. Fortunately, there are several approaches you may want to consider to maximize your after-tax retirement income. Join us we discuss some common tax-saving retirement strategies.


Women & Wealth Planning: The influence of women on building the family legacy

Mar 13, 2023 06:30 PM Eastern Daylight Time - Mar 13, 2023 07:00 PM Eastern Daylight Time
Online Event Webex, Webinar

Women play a key decision-making role in managing family finances. So how do they approach building, preserving and transferring wealth? Join us as we discuss a summary on how women build their financial knowledge, manage their inheritance, prepare their financial affairs, and transfer their wealth to the next generation.


Keys to Building a Rock-Solid Retirement Plan

Feb 27, 2023 06:30 PM Eastern Standard Time - Feb 27, 2023 07:00 PM Eastern Standard Time
WebEx Webinar, Online Event

As a retiree today, you can expect to live much longer than previous generations – often as much as 20-30 years after the traditional retirement age of 65. That’s a whole new life stage that’s just beginning at age 65 – and one that requires a whole new approach to planning your retirement finances and lifestyle. Regardless of when you plan to retire, there are some key considerations that can make the transition to life after work smoother. Join us as we discuss seven key components to building your retirement plan.