|
|
Start Date:$-[WCStartDate]-$
Start Time:$-[WCStartTime]-$ $-[WCStartTimeZone]-$
Duration:$-[WCRuntimeDuration]-$
Abstract:
Our last session focused on the views and expectations of aging Canadians and the retirement income planning process. One widely held concern is outliving one’s money and becoming a burden on family.
This session looks at some key considerations that can impact how long money will last, income generating strategies that can help with the ups and downs of the market, options to address some rules of thumb that may not be sustainable and the significance of lifestyle planning.
Attendees will walk away with tools, processes and conversation starters, all designed to better equip them with the task of working with aging clients to generate lifetime income.
If you're already registered for the Generating lifetime income: Part 2 - Some principles to employ webcast, click below:
ALREADY REGISTERED?
Speakers
 Peter A. Wouters Director, Tax, Retirement & Estate Planning Services Empire Life Peter is an expert in tax, retirement and estate planning. He has provided thousands of workshops and seminars for advisors, MGAs, IIROC firms, professional firms and consumer groups on tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter educates professionals in the needs, expectations and issues of elders. He also conducts workshops for advisors on the buying, selling or merging a practice.
|
|
First Name
|
|
Last Name
|
|
Phone
|
|
Email
|
|
City
|
|
Province
|
|
MGA or Dealer (if applicable)
|
|
Advisor code
|
|
CIPR# for Alberta
|
|
CIPR# (please re-confirm for credits)
|
|
I wish to receive credits for:
|
|
Please note that by registering for this event, you are consenting to receive CE certification via an email from Empire Life.
|
| If you don’t receive your registration confirmation email within 10-15 minutes, please check your junk / spam folder. |
| After you click “Submit”, you will be automatically redirected to empire.ca |
|
|
|
|
|