The OAS Balancing Act: Receiving and Retaining the Pension

This course is crucial to planning retirement income. You will learn details about OAS eligibility and enrolment. You will understand how and when income is determined and the steps available to reduce clawback. You will be able to address client OAS concerns knowledgeably and helpfully.

Start making the right OAS decisions with clients now.

• Learn how and when income is determined and how to address clients concerns about tax;
• Help clients make the right decisions for their OAS pension and build the best pension outcome for their senior years.