Theme for October Community Meetings - "Don't Make the Government Your Beneficiary"

Information posted September 26, 2014

For our October community meetings at both Milton and Burlington we have once again invited one of our most popular speakers who’s topic for discussion will be:

Don’t make the government your beneficiary

Ranked #2 on Canadas Top 50 Financial Advisors list for 2014 and voted Burlington’s best Financial Advisor 6 years in a row our guest is Leony deGraaf. Leony will discuss tax brackets, TFSA and RRIF strategies and explain how to avoid making the government your beneficiary. Attendees will learn several strategies to minimize taxes and simplify their cash flow both as retirees and angels. Up to 46% of your RRSP will go to the tax man if you dont make your spouse the beneficiary.

Please plan to join us for what will be a very informative presentation…. and one that may well save you money. Are you paying too much tax and just don’t know it? There are many tax savings opportunities available, we simply have to know what they are and how to take full advantage of them.

Our Milton meeting will be held on Wednesday October 8th at the Seniors Activity Centre, 500 Childs Drive, Milton.

Our Burlington meeting will be held on Tuesday October 28th at the Seniors Centre, 2285 New Street, Burlington.

Please be aware that if room capacity limits are reached we may have to restrict entrance in order to comply with building safety code regulations. Typically there is more space available at Milton.

Doors will open at both locations at 6.30pm. The program will begin at 7.00pm and end at about 9.00pm. Coffee and tea will be available.

Both evenings will begin with a short welcoming address from our Chairperson, Tom Carrothers. Tom will also provide a brief update on your CARP Halton Chapter and CARP National activities.

This will be followed by Leony’s presentation.

As usual we have a number of sponsors for both meetings. We will be very pleased to welcome them and to thank them for their support. They will all have tables where you will be able to chat with their representatives and pick up additional information.

There will be a break at a convenient point during the presentation which will allow time to socialize with fellow members and to spend more time visiting our sponsors.

Sponsors for our Milton meeting:

Leony deGraaf: A senior”s Advisor who cares. deGraaf Financial Strategies has the knowledge and real life experience to guide you through your financial seasons of life.

Manulife Bank And Trust: Banking products such as mortgages, bank accounts and loans are central to your overall financial health. Manulife Trust is a wholly-owned subsidiary of Manulife Bank providing additional innovative, market-leading financial solutions.

Burlington Memorial Gardens: Established in 1979, Burlington Memorial Gardens features over 100 acres of beautifully landscaped and immaculately manicured gardens, and is part of the historic Niagara Escarpment.

Executor’s Choice: The help you need as an Estate Executor of a will. Our team understands what you are going through.

Sponsors for our Burlington meeting:

Leony deGraaf: A Senior’s Advisor who cares. deGraaf Financial Strategies has the knowledge and real life experience to guide you through your financial seasons of life.

Hastings, Charlebois Barristers and Solicitors: Wills and Estates

Drury Lane Theatrical Productions: Discover the shows that will be playing at this local theatre.

Both meetings will conclude with a few closing remarks from Tom and our 50/50 draw. We encourage you to support this draw as proceeds help defray the costs of putting on our meetings.

Our meetings are FREE. Please support your Chapter. We look forward to welcoming all members and their friends.

Theme for October Community Meetings – “Don’t Make the Government Your Beneficiary”

Stay Up To Date With All Of CARPs Activities

Benefits - Saving You Money