A fulfilling retirement is built on financial security and personal choice—whether that means continuing to work, pursuing learning opportunities, enjoying leisure, or a mix of all three. Hosted by SISIP Financial in partnership with Fidelity, this timely webinar is designed to help CAF members and their families navigate the retirement landscape with confidence.
Join our expert presenters as we explore lifestyle planning and explain how CAF pensions and key government programs such as the Canada Pension Plan (CPP), Québec Pension Plan (QPP) and Old Age Security (OAS) work together. We will also examine additional income sources, outline major retirement risks, and touch on essential estate-planning considerations to help support long-term financial well-being.
Discover these topics:
- Ways the unique realities of military service influence retirement planning and lifestyle decisions
- Ways to turn multiple income sources into a reliable retirement “paycheque”
- Tax-efficient strategies to help preserve retirement income
- Key risks that can impact retirement security and legacy
After this webinar you will be able to:
- Understand the unique retirement journey of CAF members, including longer life expectancy, career transitions and the way military service shapes retirement planning decisions
- Identify and coordinate your retirement income sources, such as CAF pensions, CPP, OAS, Registered Retirement Savings Plans (RRSPs) / Registered Retirement Income Funds (RRIFs), Tax‑Free Savings Accounts (TFSAs) and non‑registered savings into a sustainable retirement “paycheque”
- Apply tax‑efficient strategies before and during retirement, including CPP and OAS timing, pension income splitting and smart withdrawal sequencing to help reduce lifetime tax
- Recognize key risks to retirement security—such as longevity, inflation, health care costs, and estate taxes—and incorporate strategies to help protect income and legacy
Register now for our expert-led webinar on MS Teams and gain practical insights tailored to CAF members and their families. Attend our webinar, and you will have a chance to win CANEX gift cards! Participants will automatically be entered in a random draw to win one gift card valued at $500, one valued at $300 and three valued at $100 each.
For complete details, review the general contest rules.
Register by filling out the form below: