# Event Details

- **Event Name**: The 2026 Calgary Retirement Tax Symposium: Strategic Wealth Planning
- **Event Start and End Date**: Fri, 20 Feb, 2026 at 06:30 pm – Fri, 20 Feb, 2026 at 10:00 pm
- **Event Description**: Shifting from saving to spending in retirement is a major change. A smart tax strategy is vital to protect what you've earned. We can help.About this EventJoin 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, CIWMThe 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 CPARetirement 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 6:30pmLocation: Festival Hall - 1215 10 Ave SE, Calgary, AB T2G 0W6Hospitality: 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 URL**: https://allevents.in/calgary/the-2026-calgary-retirement-tax-symposium-strategic-wealth-planning/100001980019062316
- **Event Categories**: festivals
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Fthe-2026-calgary-retirement-tax-symposium-strategic-wealth-planning-tickets-1980019062316
- **Ticket Price Range**: min: 15.94, max: 15.94, currency: CAD

## Event venue details

- **city**: Calgary
- **state**: AB
- **country**: Canada
- **location**: Festival Hall
- **lat**: 51.0405397
- **long**: -114.0357699
- **full address**: Festival Hall, 1215 10 Avenue Southeast, Calgary, Canada

## Event Organizer details

- **affiliate_id**: 10
- **organizer**: Up Financial (https://allevents.in/org/up-financial/27400481)

## Event gallery

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- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events4/banners/1f546afd2ab13886b2f6a5649d68aa468bbf9f34f4414a56c6ce48b7cfc0af5b-rimg-w400-h400-dc171718-gmir.jpg?v=1769347806

## FAQs

- **Q**: When is the event happening?
  - **A:** Fri, 20 Feb, 2026 at 06:30 pm
- **Q**: Where is the event happening?
  - **A:** Festival Hall, 1215 10 Avenue Southeast, Calgary, Canada
- **Q**: What is the ticket price?
  - **A:** starting from 15.94 up to 15.94 CAD
- **Q**: Who is organizing the event?
  - **A:** Up Financial
- **Q**: What type of event is this?
  - **A:** festivals
- **Q**: Where can I find ticket details about The 2026 Calgary Retirement Tax Symposium: Strategic Wealth Planning ?
  - **A:** You can find ticket details about this event on AllEvents.

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