WFG EI

Retirement Planning Stategies


Course Title: Retirement Planning Strategies
Details: With the economy in questionable shape, more and more people are expressing deep concern about what kind of income they will have in retirement — or whether they will be able to retire at all. What is more, they are facing these fears earlier and earlier.

This course is ideal for the advisor who wishes an overview of sources of retirement and the techniques of retirement planning to help meet the needs of this growing group of clients. It reviews the basics of retirement planning, the government's Income Security programs, private pension plans, RRSPs and their maturity options, retirement investments, retirement tax planning and deferral, estate planning, and the uses of insurance in retirement.

Whether you are already dealing with the retirement needs of a number of clients or anticipate more demands in this area in the future, Retirement Planning Strategies provides a concise review of the necessary financial considerations.
Format: Downloadable PDF plus online exam
No. of Pages: 130
Cost (PDF option): Course and exam @ $143.96 add_to_cart.gif
Cost (Book option): Course and exam @ $143.96 + S/H add_to_cart.gif
BC CE Credits: 15.0 hours
Alberta CE Credits: 15.0 hours - Life
SK CE Credits: 15.0 hours
MB CE Credits: 15.0 hours
ON CE Credits: 15.0 hours
QC CE Credits: 0 hour
CFP™ 15.0 verifiable

Shipping and Tax are extra.
* non-verifiable, verifiable: see CFP™ Continuing Education Guidelines at www.cfp-ca.org


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