Understanding Taxes as you Plan for Retirement

January 25, 2022
12:00 - 1:00 p.m.

Register here to be sent an invitation to the online meeting closer to the date.

This session for those at or near retirement will focus on the range of topics that you should be aware of in your planning.

Topics to be covered include:

  • Dividends and capital gains versus interest income
  • Income splitting
  • Charitable donations
  • Common tax deductions
  • Estate planning tax strategies
  • What is more important, a big net worth or tax efficient income?
  • Family trusts
  • Tax efficient retirement income sources
  • Insurance cash values

Our Presenter: As a financial planner, educator and author, Doug Wright has been helping individuals, families and business owners meet their financial planning needs for over 20 years. He currently serves as President and Financial Planner with Wiltshire Financial Management Inc. in HRM, a company he founded in 2011. Doug has extensive experience in retirement and estate planning, cash flow management, insurance and investments. He is a graduate of Dalhousie University earning his Bachelor of Commerce Degree as well as Saint Mary’s University, where he received his Bachelor of Education Degree, specializing in Math. Doug’s experience and broad range of industry knowledge is recognized throughout Nova Scotia, where he has worked with individuals, multi-generational families, local businesses, and charities.  He is a recreational musician and practices and instructs karate in his spare time. He is also chairman of the board of SSG (Support Services Group), a non-profit support group for people with disabilities.