Retirement Without the Guesswork

Free Retirement Income Planning Workshop for Canadians

In this webinar we will cover

Understanding Your Retirement Income Picture

Learn how Milestones pulls together RRSPs, TFSAs, pensions, CPP, and OAS to show your full retirement income in one clear view.

When and Where to Draw Income

See how different withdrawal orders and timing choices can impact taxes, cash flow, and how long your money lasts.

Optimizing Income for Couples, Corporations, and Taxes

Explore income splitting, corporate income planning, and advanced strategies to reduce tax and improve long-term outcomes.

We’re excited to invite you to a free live retirement income planning workshop, and you’re more than welcome to invite a friend who may also be interested in planning for retirement.

Workshop details:
Date: March 12, 2026
Time: 1:00 PM EST - 2:15 PM EST
Format: Live on Zoom

(Link will be send after registration)
Cost: Free

Presented by Jonathan Kestle

CFP, CLU, H.B.Comm

Certified Financial Planner

Investment Representative

Co-founder

Licensed Canadian insurance and investment professional with over 20 years of experience and the co-founder of Milestones Retirement Insights, bringing deep industry knowledge and practical insight to help Canadians make confident, income-focused retirement decisions.

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