Adam Prittie, Seminars

You're Invited to My Evening Seminar on:

New Focus: Tax-Efficient Strategies in Retirement

updated Tax Efficient Strategies in Retirement image

Event Details:
Date: Tuesday, May 20, 2025
Time: 6:30 pm – 7:30 pm (ET)
Location: via Zoom Live Stream
Guest Presenter: Michelle Munro, Director-Tax & Retirement Research-Fidelity Investments

We are excited to share an update to our upcoming Wealth Empowerment Series seminar. While the originally planned business owner-focused session will be offered at a future date, we’ve broadened the topic to ensure even more clients can benefit from this important conversation. Our updated session will focus on Tax-Efficient Strategies for Retirement, a subject relevant to anyone planning for or currently in their retirement years.

Join us to learn how to:

  • Strategically draw down your registered and non-registered assets
  • Reduce taxes and enhance retirement income sustainability
  • Avoid common pitfalls like OAS clawbacks and inefficient estate taxation

Our featured guest, Michelle Munro, Director of Tax & Retirement Research at Fidelity Investments, will bring practical tips and current insights to help you retire with confidence.

Please RSVP by Monday, May 19th, to Anka Molon via phone at 613-728-0101 ext. 233, email at amolon@mandevillepc.com, or sign up below.

We hope you can join us for this timely and valuable discussion.

Your host,
Adam Prittie

Register for this Event via Zoom Live Stream

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