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Retirement Income Strategies

4.5 (129)

Stephanie Holmes-Winton


Tuesday, July 20, 2021 | 02:00 PM EDT

  • CPA (Canada)
  • CFP
  • CMA
  • CPA (US)
  • CSA
  • CFP Canada

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit for Certified Financial Planner (Canada) (Approval No. 9626)

1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 293432)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Additional Dates

Aug 25, 2021 | 02:00 PM EDT Register
Sep 22, 2021 | 02:00 PM EDT Register

Course Description

Approximately 67% of Americans believe the nation faces a retirement crisis according to a survey of working-age Americans conducted by the National Institute on Retirement Security (NIRS). Similarly, roughly 72% of Canadians who have not yet retired are worried they are not saving enough for retirement according to Scotiabank's 2021 Retail Investor Sentiment Survey. Setting a retirement income goal based on probable cash flow needs is key to helping your clients prepare for retirement and feel confident about their future.

In this online continuing education session, you'll learn practical cash flow-based strategies to determine your client's retirement income needs and how to help them free up money to fund their retirement income goal. Join us and find out how to make retirement cash flow planning part of your practice! 


Learning Objectives

  • To review current retirement income calculation methods.
  • To evaluate cash flow data collection methods to use with clients.
  • To calculate a client's projected cashflow based retirement income goal centred on their spending behaviour and lifestyle.
  • To recognize the potential risk posed by unknown debt.
  • To develop spending management techniques that will help clients free up more cash flow to save so that they can reach their retirement income goal.

Who Should Attend?

  • Accountant
  • Business Owner
  • Certified Financial Planner
  • Certified Management Accountant
  • Certified Senior Advisor
  • Chartered Professional Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Young CPA


    [no_of_record] => 129
    [average] => 4.4806




Speaker debunked my thinking of fixed and variable costs and has her own way to manage costs of retirees. She has a unique way of presenting the materials.


Even though I was listening for just my own benefit, I really enjoyed this one! I have heard of having separate bank accounts for budgeting. But having one for "Committed Expenses" verses a "Spendable Account" was a different way to think about it. I feel like this mentality shift could be very beneficial.




The instructor was dynamic, grate personality and very clear on all topics discussed.


None noted


Very good.