Women’s needs, goals, and attitudes towards investing and financial planning are different. Our approach to financial planning needs to reflect that.
Join me!
Women & Wealth Seminar: Tax Efficient Retirement
with Milica Ivaz, CFP®, RRC
Are you a high-net-worth woman who has worked hard to build a substantial portfolio but now wonders how to transition to a retirement that keeps pace with your current lifestyle? A vital part of that is making your retirement income tax efficient.
Your path to a successful retirement begins here.
Join us at the exclusive "Women and Wealth" seminar hosted by Milica Ivaz, a seasoned CERTIFIED FINANCIAL PLANNER professional (CFP®) and Registered Retirement Consultant (RCC) with a proven track record of empowering women to achieve their financial dreams.
During this no-cost, in-depth luncheon, we’ll cover:
- How to make the income tax system work in your favour
- How taxation of government and personal investment plans affect your retirement
- Tax strategies to keep most of your retirement paycheque
- Different ways to withdraw your retirement income
Event Details:
Date: Saturday, February 10th, 2024
Time: 10:30 am- 12:00 pm
Location: Union Club Victoria
Light refreshments will be provided. Limited spots are available. Reserve your seat today.
Simply fill out the brief form below and you will receive a confirmation email delivered to your inbox
shortly.
Express Consent: By providing my telephone number and/or email address above, I CONSENT to Milica Ivaz using this information to contact me for marketing purposes. We are committed to keeping personal information confidential.
Meet Milica Ivaz,
Senior Financial Consultant
Milica was born and raised in Europe where she received her Bachelor of Arts Degree. Due to the political and economic circumstances in her native country, Milica and her husband decided to immigrate to Canada in 1993. It was a hard and emotional decision to make! In pursuit of a more stable life, she left behind a successful career with a renowned French bank, her family and friends. The usual struggle of an immigrant to a new country only lasted about three months before she got her first job in Canada. She started her financial planning career with a major national financial planning firm in 1995, where she worked in different capacities.
For 8 years she led and mentored a team of successful consultants. She built her career on a simple philosophy: put people and service first. Life is rich and varied: your financial plan should be too.
Milica is active in the community through volunteering and fundraising for different non-profit organizations. Currently she serves as a co-chair of Women United, an affiliation group of United Way Southern Vancouver Island.
Charitable causes include: Alzheimer’s Society, Bridges for Women, Jeneece Place, Community Living Victoria, Stop Hunger Now and BC Schizophrenia Society.
Milica is a Certified Financial Planner and Registered Retirement Consultant.
Tel 250.217.4050
