About
This on-demand webinar will cover year-end investment tax tips and strategies advisors can use in their year-end communications with clients:

RRSP deposits at age 71 and later
RRSP conversion options when moving from accumulation to withdrawals
What to consider with individual tax rate changes and timing income inclusions
Tax-free savings account withdrawals and how that impacts contribution room
An overview of tax loss harvesting
on-demand webinar
Presenter
1702051893-68d9a9d3d48250ad
Peter Wouters
Director, Tax, Retirement & Estate Planning, Empire Life
Peter is an expert in tax, retirement and estate planning. He has provided thousands of workshops and seminars for advisors, MGAs, IIROC firms, professional firms and consumer groups on tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter educates professionals in the needs, expectations and issues of elders. He also conducts workshops for advisors on buying, selling or merging a practice.
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Alberta Insurance Council (pending)
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