Did you know that 61% of Canadians are afraid of running out of money during retirement? According to a new CPP Investments survey, that fear is widespread. Yet surprisingly few people understand even the basics of public pension planning. For example, Canadians are not obliged to begin OAS or CPP at age 65. By delaying, they can significantly boost after-tax income and improve retirement security.
A perfect graduation gift, The Smart, Savvy Young Consumer by award winning Consumer Reporter Pat Foran will provide smart tips on saving, investing, and preparing for the future.
Establish a strategic and tax-efficient investment income plan that will result in capital accumulations placed in the right hands within the family. Enrol in Tax Strategies for Financial Advisors and earn 30 FPSC-approved CE credits.
Experience an incomparable educational experience at the Distinguished Advisor Conference (DAC) in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.
Provide comprehensive client services through the accumulation, growth, preservation, and transition stages using the 14 innovative calculators in the Client Relationship Toolkit. Try them free!