Educational Retirement Seminars
Our Seminars
Educational Retirement Seminars
Learn proven strategies to maximize your retirement income, minimize taxes, and protect your family’s legacy.
Upcoming Webinar
Estate Planning Webinar: The Two Wills Strategy
Thursday, May 21, 2026 | 7:00 PM
Live Zoom Q&A with Jim Kibble, Chartered Accountant
https://us02web.zoom.us/j/84771868095?pwd=VGvl7xBbzyqR3LRv3WDzUboCE0Yz8A.1&jst=3
Join us for this complimentary live session covering one of the most overlooked strategies in Ontario estate planning: how using two wills can significantly reduce probate (Estate Administration Tax) fees.
Here’s what we’ll break down:
- What probate fees actually cost in Ontario
- How a dual-will strategy works
- Who this strategy applies to (and who it doesn’t)
- Common mistakes people make that cost their estate thousands
- Live Q&A, bring your questions
If you own a business, have private investments, or simply want to ensure more of your estate goes to your family instead of fees, this is worth attending.
CLICK HERE TO OPEN OUR ZOOM EVENT
Past Seminars
Retirement Plan Seminar
April 8, 2026
Practical strategies to create reliable retirement income, structure your withdrawals tax efficiently, and avoid the costly timing mistakes that drain your savings.
Retirement Plan Seminar
March 25, 2026 | Sheridan College, Hazel McCallion Campus, Mississauga
Learn how to structure your retirement income to minimize taxes, protect government benefits, and avoid the costly timing mistakes that most Canadians make.
Estate Planning Zoom Seminar
November 19, 2025
Learn how to minimize taxes on your estate and maximize what you leave to your family. Strategies for wills, probate fees, and protecting your legacy.
Retirement Plan Seminar
November 7, 2025
Practical strategies to create reliable retirement income, structure your withdrawals tax efficiently, and avoid the costly timing mistakes that drain your savings.
Retirement Plan Seminar
October 22, 2025 | Cameron’s Brewery, Oakville
Insights on tax efficient withdrawals, estate planning basics, and strategies to protect your retirement income from market volatility.