INCOME · TAX · LEGACY
How Much of Your Retirement Savings Will Actually Be Yours to Spend?
Retirement, Tax & Estate Planning Masterclass
You've spent decades building your wealth. As retirement approaches, the decisions you make about income, taxation and your estate can have a significant impact on what comes next. Join us for a complimentary educational Masterclass designed for those approaching retirement or recently retired. Learn how thoughtful planning can help you create sustainable retirement income, reduce unnecessary taxation and preserve more of what you've built.
Saturday, October 17, 2026
Lakeside Greens Golf Course — Banquet Room
Chestermere, Alberta
Breakfast & Registration — 9:00 AM
Masterclass — 9:30–10:30 AM
Building Wealth Is Only Half the Retirement Equation
You've spent decades saving and investing for retirement. But building your wealth is only part of the plan. As retirement approaches, a different set of decisions becomes increasingly important:
- How much retirement income can your savings comfortably provide?
- Which accounts should you draw from first?
- How can you reduce unnecessary taxation throughout retirement?
- When should you take CPP and OAS?
- What happens to your RRSP or RRIF when you die?
- How much of your estate will ultimately reach your family?
Because a well-planned retirement isn't just about how much you've accumulated — it's about how much you can enjoy, how much you pay in tax, and how much you ultimately leave behind.
What You'll Learn
During this 60-minute Masterclass, we'll explore:
- How to turn your investments into sustainable retirement income
- How to structure retirement withdrawals more tax-efficiently
- How CPP and OAS decisions can affect both your income and your taxes
- What can happen to your RRSP and RRIF at death — and the potential tax consequences
- Strategies that may help preserve more of your estate for the people and causes that matter to you
- How retirement income, tax and estate decisions should work together — rather than being planned in isolation
What Makes This Masterclass Different
This is an educational session — not a sales presentation.
We bring together retirement income, tax and estate planning in one practical, easy-to-understand session.
Rather than looking at each decision in isolation, we'll show how decisions around income, taxation and your estate can affect one another — and why planning for them together can matter.
Our goal is simple: to help you better understand the decisions that can shape how much of your wealth you enjoy during retirement — and how much ultimately reaches the next generation.
Is This Masterclass For You?
We invite individuals and couples who are approaching retirement or recently retired to join us for greater clarity on the financial decisions ahead. If you've spent years building your wealth and are now thinking seriously about how to turn it into retirement income, manage taxation, and preserve your estate, this Masterclass was created for you.
Learn From Experienced Financial Professionals
Mitch
Senior Wealth Advisor, CFP
Steve
Senior Wealth Advisor, CFP
Brad
Mitch has nearly a decade of experience helping individuals and families make informed financial decisions and build comprehensive financial plans. As a Certified Financial Planner, he specializes in retirement, tax and estate planning, helping clients understand how the different pieces of their financial lives work together.
Steve has nearly two decades of experience in financial planning and has built a successful practice helping individuals and families navigate important financial decisions. As a Certified Financial Planner, he specializes in retirement planning, wealth management, tax and estate strategies.
Senior Wealth Advisor, QAFP
Brad has built a successful financial planning practice over nearly a decade, helping clients make informed and confident financial decisions. As a Qualified Associate Financial Planner, he specializes in advanced financial planning and modelling, with a particular ability to simplify complex financial decisions into clear, easy-to-understand strategies.
Join Us in Chestermere
Saturday, October 17, 2026
Lakeside Greens Golf Course — Banquet Room
Chestermere, Alberta
Breakfast & Registration — 9:00 AM
Masterclass — 9:30–10:30 AM
Complimentary breakfast will be provided. Limited seating · Advance registration required.
