Retirement Planning 101 for Canadians 2 Credits
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Planning for
retirement starts with thinking about your retirement goals and how long you
have to meet them. To have a comfortable, secure, and fun retirement, you need
to build the financial cushion that will fund it all. The key part of the same
is to build strong planning to reach there.
Retirement planning includes identifying sources of income, estimating expenses,
implementing a savings program, and managing assets and risk. Future cash flows
are estimated to determine if the retirement income goal will be achieved. Everyone
deserves to have their dream retirement come true. Let's start work on it now.
Retirement
planning is a multi-step process and it evolves over time. Less is not more
when it comes to your retirement fund.Â
Less is only more when you are working on your income tax. So, the way to maximize your retirement
funding is to plan your retirement properly.Â
If you don't plan, you plan to fail.Â
You don't want your dream retirement to be limited by your retirement
budget. Start now. Start learning how to realize your retirement
dream and maximize retirement funding.
In this online CPD course following major topics are covered:
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Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse. Â
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.Â
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.Â
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JI
Honestly very useful with great eye opening examples from real life. I never imagined a day where I won't be able to live by myself and take care of my needs, and the instructor gave a crazy example where a loved one pays $9000 a month! I can only imagine what it is in 2023. Let's go people, take care of your future, no one else will ultimately be there to do it for you.
IL
The program was an eye opener to so many retirement savings plans and strategies. I find the course very beneficial.
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Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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