Retirement income planning in action: Part 2

In part two of this series, Daryl Diamond continues to discuss the various sources of retirement income and strategies for combining them in the most efficient manner.

Event Details

Location and date:
Online On-Demand Event

You will be able to see the retirement income planning theory applied in practice and the thought process that goes into this type of planning. Daryl will also examine a core strategy for aligning the investment of income-producing assets to the plan.

Additional options and pricing may be available. See pricing and registration for more details.



$129.00

2 CPD hour(s)
Pricing & registration

You will learn about:

  • understand features and details of various income streams
  • consider how these strategies apply in your situation
  • realize the importance of tax efficiency in capital preservation and sustaining retirement income

Register also for part 1 where Daryl addresses key income planning concepts and essential tax considerations and examines the various sources of retirement income.

More Details:

Speakers/Presenters

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Contacts

Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca

Highlights

Canada is celebrating its 150th anniversary. We’re celebrating you, Canadian CPAs. Tell us why you’re proud to be a Canadian CPA. Then watch for our big celebration in July.

Gain practical organizational insights and learn from industry experts at this annual event for not-for-profit financial leaders.