Master tax strategies to maximize retirement income and minimize tax burden for seniors in Canada
The goal of personal income tax planning is to minimize or defer taxes while optimizing income and legacy planning. This requires a solid understanding of Canada’s Income Tax Act and Canada Revenue Agency (CRA) rulings, particularly for seniors.
This course will help advisors understand why tax planning is crucial for elder Canadians and how to apply key strategies effectively.
Key Learning Areas:
By completing this course, advisors will be equipped to help senior clients navigate tax complexities, maximize benefits, and plan efficiently.
10 activities • 27 videos • duration: 2h 34m
We will continue to provide high quality education, training and materials at the lowest price possible in Canada
Pro-Seminars was started by Tom Miller and Alex Nicholson in 1998. Sadly, Tom passed away in 2020, but the legacy he created continues today with Alex and Tom’s son-in-law, Adam Wyrcimaga, carrying it forward. Pro-Seminars is an all-Canadian company based in beautiful Beamsville, Ontario. It is a leader in its field, specializing in continuing education and training designed specifically for Insurance and Financial Services Professionals. Since 1998, Pro-Seminars has presented in cooperation with many Financial Services companies across Canada, offering convenient, comfortable, and high-quality professional development through Continuing Education Conferences, webinars, 47+ self-study courses, and a wide range of training programs. These courses and seminars are conducted across Canada, as well as through a National Conference held annually. Pro-Seminars utilizes many seasoned, experienced, and professional educators and trainers from financial services and insurance companies, all committed to maintaining the highest educational and ethical standards to best serve their clients and prospects. Continuing Education Credits earned by using any Pro-Seminars service are valid across Canada, regardless of where the credits were attained, through the many provincial reciprocal agreements in place. Alex Nicholson / Co-President E: alex@pro-seminars.com, Adam L. Wyrcimaga / Co-President E: adam@pro-seminars.com
Great course with some reminders of tax savings that are not necessarily thought of due to them not being seen often
The course was excellent. However the quiz marked wrong answers even when i gave the correct answers.
