Securing Your Future: Retirement and Legacy Planning is a must-attend session for mid-to-late-career professionals who are serious about taking control of their financial future. This informative event will guide you through the key components of building a sustainable retirement income plan, with a focus on tax-efficient strategies for withdrawing from registered accounts. You’ll also learn how to prepare for the unexpected—such as healthcare and long-term care expenses—and gain a clear understanding of essential estate planning tools like wills, trusts, and powers of attorney.

Finally, discover smart strategies to minimize taxes on wealth transfer, ensuring your legacy is protected for generations to come. Whether you're nearing retirement or simply planning ahead, this session will empower you with the knowledge to retire confidently and leave a lasting impact.