The 2026 Calgary Retirement Tax Symposium: Strategic Wealth Planning

Join us on February 20, 2026, for an exclusive, deep-dive symposium hosted by Up Financial. This event is specifically designed for established families and individuals with complex estates, those nearing retirement, and the newly retired who want to optimize their cash flow and protect their legacy.

Our featured experts, Dylan Rieberer and Brandon Murphy, will guide you through the complexities of the Canadian tax system and the modern retirement landscape.

Keynote Sessions:

Part 1: Mastering the Drawdown | Dylan Rieberer CFP, CIM, CIWM

The order in which you tap into your accounts (RRSP, TFSA, Non-Registered, Corporate) can drastically alter the longevity of your portfolio. Dylan will cover:

• Determining your retirement number: Retirement strategy depends on your goals. We'll walk through an example of how advisors calculate retirement 'nest egg'.
• The Anatomy of a Drawdown: Comparing the top retirement income strategies.
• Complimentary Tax Strategies: Investment tax and asset location can have a significant impact on your retirement drawdown.

Part 2: The Lifestyle & Legacy Shield | Brandon Murphy CPA

Retirement is about more than just numbers; it’s about the freedom to live and give. Brandon will explore the tactical and behavioural shifts in retirement and how we identify tax efficiencies.

• Income splitting opportunities: Retired families have the ultimate benefit of income splitting.
• Optimizing Government Benefits: Cutting through the noise on CPP and OAS, deferral bonus and early withdrawal.
• The Psychology of "Giving": Transitioning from a "saving" mindset to a "spending and legacy" mindset. Learn how strategic philanthropy and gifting can provide both personal fulfillment and significant tax advantages.

Why Attend?

As a Calgary-based wealth management firm, we understand the unique challenges your family will face in retirement. This symposium isn't just a lecture—it’s a roadmap to ensuring your wealth serves its ultimate purpose: your lifestyle and your family.

Details:

• Date/Time: February 20, 2026 at 6:30pm
• Location: Festival Hall - 1215 10 Ave SE, Calgary, AB T2G 0W6
• Hospitality: Charcuterie, coffee, tea, water, and bar service will be available.

Secure your seat today to ensure your retirement plan is as tax-efficient as it is ambitious.

Event Venue & Nearby Stays

Festival Hall, 1215 10 Avenue Southeast, Calgary, Canada

Concerts, fests, parties, meetups - all the happenings, one place.

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