Home Breadcrumb caret webinar Breadcrumb caret Managing post-retirement portfolios Tuesday, November 23, 2021 at 1:00 pm ET Watch now and earn CE credits Brought to you by A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation? What do advisors need to know about CPP, OAS, TFSAs, RRIFs — and how they interact? And how can advisors create appropriate post-retirement portfolios while preserving income and security? In this virtual roundtable hosted by Advisor’s Edge and Investment Executive that aired live on Tuesday, November 23 at 1:00 pm ET, tax experts and a portfolio manager weigh in on strategies and tips for tax-efficient decumulation and generating retirement income. Advisors will come away with a better sense of how to set up their clients’ financial plans for post-retirement success. Moderated by:Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive Presented by:Anna Castro, Vice President & Director, Senior Portfolio Manager, Asset Allocation, TD Asset ManagementJustin Ezekiel, Director, Tax and Estate Planning, Sun Life Global InvestmentsJohn Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment ManagementJohn Yanchus, Tax and Estate Planning Consultant, Wealth Distribution, Canada Life Need CE credits? Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner. For those who missed the live webinar on Tuesday, May 9, 2023 at 1:00 pm ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner. If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready. If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation. If you have any questions, please contact firstname.lastname@example.org. About the moderator Melissa Shin Editorial Director, Advisor’s Edge & Investment Executive About the speakers Anna Castro Vice President & Director, Senior Portfolio Manager, Asset Allocation, TD Asset Management Open section Anna leads the Global Absolute Return and Tactical Asset Allocation Team, as Vice President & Director at TD Asset Management. She currently has oversight over multi-asset solutions and the integration of fundamental analysis to the global macro and multi-asset allocation investment process. She was previously a member of the Portfolio Management and Research Teams of various investment strategies including Global Absolute Return, Core Canadian Equity, Value and North American Long Short mandates. Justin Ezekiel Director, Tax and Estate Planning, Sun Life Global Investments Open section Justin has over a decade of experience, encompassing both the insurance and investments industries, with a focus on succession planning and remuneration strategies for business owners. He has held management positions at numerous organizations, including the corporate tax group of a national accounting firm. Prior to joining SLGI, Justin was an independent consultant offering tax-based analysis directly to wealth advisors. Justin is also a member of the Canadian Tax Foundation and the Society of Trust and Estate Practitioners (Vancouver). John Natale Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management Open section John joined Manulife in 2001, having previously worked as a tax lawyer with a national accounting firm and a private law firm. He has experience with estate and retirement planning strategies and a wide variety of general tax matters, including personal and corporate taxation, trusts, and investment-related topics generally. He’s a frequent speaker at industry conferences and seminars and has appeared as a guest expert on industry podcasts and BNN Bloomberg TV. John has published numerous articles on tax and estate planning and is co-editor of Canadian Taxation of Life Insurance. John Yanchus Tax and Estate Planning Consultant, Wealth Distribution, Canada Life Open section John is responsible for sales strategy development and supports all individual wealth strategies by creating tax and planning articles, communicating changes in tax legislation and providing expertise on product solutions. Prior to joining Canada Life in 2011, John held tax and accounting roles with Ernst & Young and KPMG. John has completed the Canadian Institute of Chartered Accountants In-depth Tax course and has taught Advanced Corporate Tax at Western University’s Richard Ivey School of Business. Save Stroke 1 Print Group 8 Share LI logo Sponsored by Brought to you by CE Credits How does it work? CE accreditation powered by 1 Register for the webinar 2 Attend the webinar 3 Go to CE Corner 4 Missed the webinar? 1 Register for the webinar Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements. Watch now and earn CE credits 2 Attend the webinar From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish. 3 Go to CE Corner Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate. If you have questions, please contact email@example.com. 4 Missed the webinar? After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.