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Tax Tips for Retirees

Event on: May 6, 2019 1:30 pm
Location: Landmark 4, Lower Level

With our guest speaker, Sean Misfeldt, CPA, CMA, we cover tips and tricks for retirees when it comes to Tax Planning and why it is important to your overall retirement plan. Limited seating, reserve ASAP to save your seat.

Sean Misfeldt, CPA, CMA – Misfeldt Accounting

Sean is the owner of Misfeldt Accounting since its inception in 2010.Sean has a Bachelor’s degree in Economics from the University of Western Ontario and a college diploma in Financial Management from B.C. Institute of Technology. He obtained his Certified Management Accounting designation in 1997. He has extensive experience as a professional accountant and has worked in various senior roles at Weldwood (now West Fraser), Jim Pattison Group and FortisBC. He also has consulting experience locally and internationally (clients include University of California, Coca Cola Bottling and Gilead Pharmaceuticals) and is available for temporary consulting work. Sean can help clients with all of their diverse accounting and tax issues. But, he also enjoys helping business clients grow and prosper through business coaching, goal setting, variance analysis and ongoing review of financial drivers of a business.

Kayla Caruana, CFP, BBA, RRC & Karen Erickson, CFP, RRC – IG Wealth Management:

A mother-daughter team that specializes in retirees and incorporated individuals. They are both Certified Financial Planners (CFP) and are members of the Financial Planning Standards Council. With over 21 years of experience Karen specializes in estate planning and strategic charitable giving. Kayla, with a Bachelor’s Degree in Finance, specializes in insurance planning and retirement income planning. They focus on holistic financial planning enhanced by excellent client communication.

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