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Optimize Retirement Wealth: Mastering Passive Income Rules & Pension Planning

Non-Member Price: The event has now passed.

Optimize Retirement Wealth: Mastering Passive Income Rules & Pension Planning

In this Member Workshop with RcF, discover effective strategies to optimize your investment income and minimize taxes, securing a strong retirement for yourself.

Event Information

Join us for an informative workshop focused on passive investment income rules and supplemental pension plans. Discover how to optimize your investment income and effectively reduce taxes. RcF’s expert team will provide you with valuable insights and strategies to secure your retirement savings while maximizing financial growth.

During this engaging session, you will be guided through various techniques and opportunities to mitigate passive investment income rules while planning for your retirement.

Key learnings:

  • Tax optimization strategies: Learn effective strategies to minimize tax liabilities without triggering passive investment income clawbacks on small business taxes. Discover how to make your money work for you while avoiding unnecessary tax burdens.
  • Understanding passive investment income rules: Get acquainted with the latest rules and regulations surrounding passive investment income and understand how they can impact your financial planning. Gain the knowledge necessary to navigate these rules effectively.
  • Supplemental pension planning: For key executives of companies and/or family-owned companies alike, allocating pension resources for future generations responsible for managing the business is crucial. Learn how to create supplemental pension funds that provide tax efficiency while securing the financial future of your family and business.

Workshop Video

Thank you for your interest in our event! The event has now passed, but we are pleased to share that the recording is available for you to review. Catch up on all the valuable insights and information shared during the event. We hope you find it informative and useful.

Workshop Agenda

  • 10:00 AM - Virtual Check-in
  • 10:05 AM - Workshop Programming
  • 10:50 AM - Q&A


Roy W. Craik, Executive Partner at Retirement Compensation Funding 

Andrea Lettner, Managing Partner at Retirement Compensation Funding

About our member:

RcF is Canada's foremost company specializing in pension shortfall funding solutions. With a rich history dating back to 1988, RcF has established itself as the premier choice for companies and individuals seeking reliable and effective strategies to address their pension shortfall concerns.