Taking a deep dive into the TFSA

The Tax-free savings account program began in 2009. While the contribution room for the first year was $5,000, it will be $88,000 in 2023 (for someone who was 18 or older in 2009). What was initially a small component of financial and tax planning for clients has now become an essential planning tool. In this presentation, we will go further than looking at the basic aspects of TFSAs. We’ll also look at optimizing tax efficiency for couples, positioning assets and estate planning using TFSAs. We'll look at these various aspects through case studies making it easier for advisors to guide and advise clients.

Date: Tuesday, December 20, 2022
Time: Available from 2:00 p.m. ET
This webinar is also available in French on December 21, 2022, at 10:00 am
CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
Replay: Access to replay will be provided after the webinar.

Alexandre Papale
Manager, Tax, Retirement & Estate Planning Services,
Empire Life

Meet Alex

This webinar is part of our TRIIPSS series
(Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Alexandre Papale. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.

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Reminder to register: Taking a deep dive into the TFSA

Taking a deep dive into the TFSA