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September 20 - 21, 2019 | Toronto

Workshop Details

Sep. 21, 10:45 AM - 11:30 AM EDT
Saturday

Decumulation Strategies Demystified

You've saved hard and soon (if not already) your investments will be an important source of your cash flow. In this presentation, Rona will highlight strategies to reduce tax, extend the life of your capital, and transfer estate capital to your chosen heirs. Her presentation will leave time for attendee questions, so if decumulation is on your mind, here's your chance to ask the expert.

speaker photo RETIREMENT
Rona Birenbaum

Founder

Caring for Clients