October 27th, 2020 from 2:00 PM – 3:30 PM EDT
Are your Clients worried about having enough income in retirement? Assessing risks and developing a strategy could be the key in meeting their income needs.
Join us on October 27th for the Advanced Retirement Income Planning follow-up session, hosted by Justin Ezekiel. Listen to an in-depth case study analysis that could help you uncover your Clients' retirement income needs.
You will also learn:
Strategies for effective retirement income planning
Factors around delaying or taking early CPP/QPP benefits
How to apply key retirement income concepts in different situations
About tax considerations and how they could apply to your Client’s specific needs
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