Office Hours - January 2026

• 2:07 - New Features: Updated Tax Rates, Improved RRSP Meltdown, GIS Max Strategies and Support Menu
• 11:01 - What are the RRSP Meltdown Strategies Actually Doing?
• 13:40 - Does Changing Life Expectancy Change the Recommended RRSP Meltdown?
• 15:30 - What Assumptions is the Platform Making about LIRA/LIF Unlocking?
• 19:26 - How to Set Up and Use a HELOC to Fund Retirement Spending
• 23:15 - How Do You Adjust a Plan Mid-Year for Unexpected Income like an Inheritance or Tax Return?
• 25:42 - How Much Trust Can We Put in the Accuracy of the Adviice Software?
• 27:34 - If I Have Already Converted my RRSP to a RRIF, How do I Tell the Platform That?
• 30:17 - How to Model a Shorter Life Expectancy?
• 32:31 - How do I Arrange an Advisor Meeting to Review My Plan?
• 38:50 - What to do With Your Plan in the New Year?
• 50:59 - How Do I Add a Vacation Property to My Plan?
• 54:28 - How to Create an Expense Snapshot/Plan Projections with an Age Difference
• 58:27 - I've Finished my Plan, How Do I Know What To Do Next?

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.