Free Retirement Planning Webinars

We are partnering with Aviso Wealth Management to host a 3-part webinar series. This webinar series will empower you with the knowledge and tools to create and fulfill your retirement vision. Whether you are getting ready for retirement, coordinating solutions that best fit your needs or looking for guidance on the distribution of assets, there is something for everyone.

Retirement Readiness
Tuesday, January 16, 2024
Webinar starts at 12 pm

One of the most challenging steps in saving for retirement is the FIRST STEP of getting started. In this session, we'll look at aging, extended life expectancies and the nature of today's retirement, then turn to the benefit of early saving habits and how the tax system rewards those efforts.
Man in shop working on laptop
TFSA/RRSP Coordination
Tuesday, February 6, 2024
Webinar starts at 12 pm

Since its introduction in 2009, the TFSA has proven itself a powerful tool for bettering our financial lives. However, when it comes to retirement savings, the RRSP should be the default choice for most of us. Even so, the two plans can be complementary, both before and during retirement.
Distribution of Assets in Retirement
Tuesday, March 12, 2024
Webinar starts at 12 pm

A critical point in retirement planning is when switching modes from building savings to drawing from them. We'll review five categories of wealth savings and the range of individual sources within each, then look at prioritizing the drawdown order among them, driven by lifestyle intentions.

Meet the Presenter

All three webinars are hosted by Doug Carroll, a Tax & Estate Specialist with Aviso Wealth Management

  • Doug previously ran an estate planning law practice and was an advanced case consultant with a life insurer and a mutual fund provider.

  • He also holds a business degree and a Master of Law specializing in Tax and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.

  • Doug has been doing this for 25 plus years and serves the wealth management needs of all Canadian credit unions.
This website uses cookies to improve your experience on our website. By continuing to browse the site you are agreeing to our use of cookies.