Retirement Planning 101 for Canadians

  • Accountant
  • CPA (CA)
  • CMA
  • CVA
  • CFA
  • QAFP
  • CIPM
  • CFP (CA)
  • CBA/MCBA

Published: May, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Create the budget for your dream retirement
    6 mins
  • What is probate?
    13 mins
  • What other plans do you need?
    32 mins
  • Retirement income summary
    47 mins
  • Monthly unexpected expenses
    78 mins

Course Description

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.  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.  If you don't plan, you plan to fail.  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 webinar course following major topics are covered:

  • How to plan retirement 
  • What is Probate?
  • Types of Power of Attorney
  • Analyze whether inflation beats savings
  • Ways to Subsidize Income

Learning Objectives

  • To identify many creative ways where attendees can increase their wealth and cash flow.  
  • To determine the importance of Probate and Power of Attorney
  • To decide retirement plan as per Income, Expenses, Taxes, and other unexpected events.
  • To analyze whether Savings out beats Inflation
  • To analyze Reverse Mortgage vs. Equity Loan

Recommended For

  • The CPD course is recommended for Canadian CPAs, Financial Planners, Finance pros, Wealth Planners, Wealth Management advisors, and other professionals interested in upgrading their knowledge regarding Retirement Planning.

Who Should Attend?

  • Certified Financial Planner
  • Chartered Professional Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Private Wealth Advisor
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 General Credit for Accountant/Bookeeper
  • 2 CPD Credit of Taxes for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA)
  • 2 CPE Credit of Taxes for Certified Valuation Analyst (CVA)
  • 2 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 2 PL Credit of Retirement Planning for Certificate In Investment Performance Measurement (CIPM)
  • 2 CPE Credit of Taxes for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 2 CE Credit of Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 11065)
  • 2 CE Credit of Financial Management & Planning for Certified Financial Planners Canada (CFP Canada) (Approval No. 11065)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

Presenter

About Presenter

Linda Yao

Marketing Director, World Financial Group

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.  

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. 

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. 

She is focused on helping them in building wealth for future generations to leave a sizable

legacy effortlessly by following a few simple steps.

About Company

World Financial Group

www.worldfinancialgroup.com/

Our Vision

To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.

Our Mission

To empower financial services entrepreneurs with the tools they need to help families have better futures.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

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