NCR Chapter Seminar Series: Taxes and Maximizing Benefits for Retired Folks
The NCR chapter of the Retired Members Guild hosts this seminar series for the education of its members.
DATE: March 10, 2020
TIME: 6:30 – 9:00 pm (In English)
LOCATION: PIPSC National Office, 250 Tremblay Road, Ottawa, Salons A-B (next to VIA Rail Station)
TOPIC: MINIMIZING TAXES AND MAXIMIZING BENEFITS FOR RETIRED FOLKS
You will learn about income tax deductions, your entitlements to government programs such as Canada pension plan and old age security, strategies to minimize taxes on investments, and strategies to minimize estate taxes and fees.
Zul Nanji, NCR RMG executive member
Mary Jane Kelleher, NCR RMG executive member
Liam Murta, Financial Advisor
Merv Clost, Certified Financial Planner, Certified Health Insurance Specialist, Certified Executor Advisor, and executive VP, Palladium Insurance Financial Services
Intended audience: Retired PIPSC Members, or soon-to-be-retired Members, and their spouses.
NO CHILDREN PLEASE
PARKING: Free in PIPSC parking lots east and south of 250 Tremblay after 5 pm.
Hot and cold beverages provided by PIPSC.
REGISTRATION DEADLINE March 8, 2020; SEND
- PIPSC Membership number:
- Bringing a family member: Y/N
- Telephone #:
TO:firstname.lastname@example.org or phone Mary Jane Kelleher and leave a message at 613 224-2692