Our seminars and webinars have been developed on the principles of adult learning methodologies, and recognize the importance of teaching learners how to apply financial planning concepts to their own real-life situations.
Our series of topics, customized for your company, include:
Session components could include: cash management, company benefits, RESPs, investment planning, wills & estate planning, tax planning, insurance planning and financial planning
Session components could include: cash management, company benefits, RESPs, portfolio management strategies, wills & estate planning, tax planning, insurance planning, financial planning, retirement planning
Pre-retirement: Change Management
Session components could include: retirement and the rest of your life, replacing income in retirement, government benefits, budgeting future income requirements, company pension, tax, insurance and estate planning, portfolio management strategies
During retirement: Converting Income Stream
Session components could include: pension options and selections, retiree benefits, tax effective cash flow, government benefits