Free live seminars
Your future, your finances: Tax strategies for retirement income
Join us in late September for a presentation of practical retirement income insights that will help you plan more confidently for your future.
Join us at one of our free live seminars
Hosted by FirstOntario Investments and our Aviso Wealth advisor team, plan to attend this exclusive event at one of five centrally located venue locations.
Bring a guest
Bring your spouse, partner, or a friend. One guest per member.
Snacks and refreshments
Enjoy light bites and a complimentary drink (cash bar) before the presentation begins.
Door prizes and more
Chances to win a great door prize, plus a $500 VISA gift card*.
Take charge of your future now and feel more prepared
Our guest presenter from Mackenzie Investments will guide you through actionable retirement planning strategies to help you make your money work harder for you.
- CPP/OAS decisions: Is there optimal timing for benefits?
- Income splitting: Strategies for tax efficiency.
- RRSP to RRIF conversion: Understanding the process.
- TFSAs in retirement: Maximizing benefits of the plan.
Meet our guest presenter
Flora Kampogo, CPA, CFP
Director, Tax and Estate Planning
Canadian Domestic Tax and Head of Retirement Planning
Learn about Flora
Flora Kampogo, Director, Tax and Estate Planning at Mackenzie Investments, is based in Toronto and primarily supports the Retail Distribution teams in Eastern Ontario.
Flora has extensive experience in taxation, gained at investment management and large public accounting firms where she worked with a variety of clients, including investment fund managers and high-net-worth individuals. Her expertise spans investment fund taxation, private equity taxation, registered plans taxation, retirement and estate planning, as well as corporate, partnership and trust tax issues. She also assists advisors with any tax and estate planning issues and is a resource to the Retail Distribution teams in providing education and information regarding relevant tax and estate matters.
Flora holds the Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP) designations and has completed Levels I, II and III of the Canadian CPA In-Depth Tax Program.
Dates and locations
All seminars start at 6:30 p.m.
Monday September 21
The Greens at Renton
Garden Room
Simcoe
Tuesday September 22
White Oaks Conference Resort
Idea Loft Room
Niagara-on-the-Lake
Wednesday September 23
C Hotel by Carmen’s
Dolce Rooftop Lounge
Hamilton
Monday September 28
The Sandman Hotel Oakville
Abbey Room
Oakville
Tuesday September 29
The Oxford Hills
KALOS Main Dining Room
Mount Elgin
Register for a live seminar
Win a $500 VISA gift card*
When you register and attend this seminar, in addition to a door prize awarded at every event, you’ll also be entered into a draw for a chance to win a $500 VISA gift card compliments of FirstOntario Investments.
See terms and conditions for details