Free Live Webinar

The Tax-Smart Retirement:

Planning for Income, Longevity, and

Strategic Generosity

Most retirement conversations start with a single question: Will I have enough? But the clients who feel genuinely confident in retirement aren’t just the ones with the largest portfolios. They’re the ones with a plan that answers the harder questions. How do I draw income in a way that minimizes tax? How do I spend freely without eroding what I’ve built? And how do I make sure that the wealth I’ve spent a lifetime accumulating actually reflects what I care about?

In this free webinar, we will walk through the intersection of tax-smart retirement income, long-term sustainability, and strategic generosity – because in retirement, those three things don’t compete. When planned well, they work together.

Wednesday, April 22, 2026

6:00 PM (EST)

What You'll Learn:

Your path to clarity

- Why the shift from saving to spending requires a completely different mindset, and where even solid plans quietly break down

- How sequence of returns risk, inflation, and withdrawal timing interact over a 25–30 year retirement horizon

- How to structure income sources to minimize tax drag and avoid unnecessary contributions to the CRA

- How to spend with confidence in early retirement without the constant anxiety of running out

- How strategic generosity can be woven into your retirement plan – creating tax advantages while ensuring your wealth goes where it matters most

You'll Walk Away With:

A clearer understanding of how to transition from accumulation to distribution with both confidence and efficiency

Practical frameworks for tax-smart income planning across a long retirement

A new way of thinking about retirement spending that balances enjoyment today with security over decades

An introduction to strategic generosity as a retirement planning tool

Bonus For Attendees

As a bonus, all registrants will receive:

25 Questions to Spark a Legacy Conversation with Your Family– a thoughtful guide to help you initiate meaningful discussions around values, wishes, and family legacy. These questions are designed to gently open the door to conversations that matter, ones that often go unspoken but deeply impact the future.

About Your Host

Adam Malcolm is a financial advisor who helps individuals and families navigate retirement with clarity, confidence, and intention. His approach goes beyond traditional planning by addressing not only income and risk, but also the values and priorities that shape how people want to live and give in retirement.

Through thoughtful strategy and meaningful conversations, Adam helps clients design plans that support long-term security, peace of mind, and purposeful impact.