We may generate excess capital and have a responsibility to be good stewards of that. Learn the basics of tax planning to maximize how much money you can direct to support your values. Or don’t, and let the government decide for you.

Zoom details for the session are as follows:

Join Zoom Meeting: https://us02web.zoom.us/j/87322577460pwd=aDg2SVZ5RTg4UndOeW1ZYW44c0tOUT09

Meeting ID: 873 2257 7460

Passcode: 153236

Future sessions in the Financial Series will be announced once confirmed. An overview of the upcoming session themes and objectives are as follows:

Session 6: Special Moves As You Age Plus Some Q & ?Eh.

Learn about some special moves for common financial issues in early, mid, and late career. Extra time to revisit some Q&A from previous sessions and popular questions.

If you have any questions, please contact Tori at tori@smhmsa.ca.