Navigate the surging 85+ population, shifting pension landscapes, and the critical role of strategic planning in a 35-year retirement.
Throughout a client’s lifetime, they will experience several major financial milestones— education, marriage, home ownership, raising children, career transitions, and business ventures. While each of these events carries financial significance, the largest and most enduring financial obligation most Canadians will face is funding their retirement.
This course equips financial advisors with a comprehensive understanding of the retirement income options available to their clients and prospects. Advisors will explore the realities of retirement planning, the evolving needs of Baby Boomers and future generations, and the tools required to help clients enjoy financially secure and fulfilling retirement years. The course integrates government programs, registered plans, corporate structures, insurance-based strategies, investment vehicles, and tax considerations into a cohesive retirement planning framework.
The purpose of this course is to enhance the advisor’s ability to design, evaluate, and implement effective retirement income strategies tailored to individual client circumstances. By completing this course, advisors will gain the knowledge required to:
• Understand the full landscape of retirement income sources in Canada
• Assess client needs at different life stages
• Apply tax-efficient planning techniques
• Compare and evaluate various retirement vehicles
• Provide informed, compliant, and client-centric retirement recommendations
We will continue to provide high quality education, training and materials at the lowest price possible in Canada
Pro-Seminars was started by Tom Miller and Alex Nicholson in 1998. Sadly, Tom passed away in 2020, but the legacy he created continues today with Alex and Tom’s son-in-law, Adam Wyrcimaga, carrying it forward. Pro-Seminars is an all-Canadian company based in beautiful Beamsville, Ontario. It is a leader in its field, specializing in continuing education and training designed specifically for Insurance and Financial Services Professionals. Since 1998, Pro-Seminars has presented in cooperation with many Financial Services companies across Canada, offering convenient, comfortable, and high-quality professional development through Continuing Education Conferences, webinars, 47+ self-study courses, and a wide range of training programs. These courses and seminars are conducted across Canada, as well as through a National Conference held annually. Pro-Seminars utilizes many seasoned, experienced, and professional educators and trainers from financial services and insurance companies, all committed to maintaining the highest educational and ethical standards to best serve their clients and prospects. Continuing Education Credits earned by using any Pro-Seminars service are valid across Canada, regardless of where the credits were attained, through the many provincial reciprocal agreements in place. Alex Nicholson / Co-President E: alex@pro-seminars.com, Adam L. Wyrcimaga / Co-President E: adam@pro-seminars.com
