If retirement is on your horizon, the decisions you make in the next decade will shape your financial security for life. This course delivers actionable strategies for optimizing registered accounts, timing CPP and OAS, tax-efficient drawdown planning, and corporate wealth extraction. You'll explore the critical differences between accumulation and decumulation planning with insights you can apply to your own retirement and your clients' transitions.

• How to structure tax efficient savings and drawdown strategies
• Important factors to consider when choosing to start CPP and OAS
• Investment approaches for the transition from accumulation to income generation, including whether alternative strategies are appropriate
• Budgeting frameworks that reflect how spending actually changes in retirement
• Key estate planning considerations to protect your legacy

• Investment management for Retirees 
• Retirement income planning 
• Estate planning 

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.