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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