Financial Advisors: Learn 4 Ways To Help Your Clients Get The Most From Their Money During Retirement

Sep 15, 2023

 

During the recording of this financial planning session, you will learn how to easily model 4 planning strategies that can have a major impact on your clients’ lives and retirement plans. You will see how addressing complex financial planning questions can actually be transparent, easy, and efficient.

Please note: live attendance to this event was required to be eligible for the applicable CE Credit. If you would like an invitation to our next CE Accredited webinar, please opt-in here.

Helping your clients get the most from their money during retirement should not be a difficult, cumbersome process.

 

This Marketing Guide has been created to provide Financial Advisors & Planners with the foundational knowledge needed to build an online presence, create and share valuable content, and engage with prospects and clients through email marketing.

Download your free digital marketing guide for Canadian Financial Advisors, Planners, and Investment Managers here.

 

 

For this session’s Case Study, we will be modelling the unique and personalized impact of:

  • Deciding when to start taking CPP/QPP and OAS
  • Determining the best order to withdraw from different accounts during retirement
  • Choosing whether or not (and how) to use home equity in the plan
  • Calculating the maximum retirement spending amount possible

 

You can watch the full recording of this session below, that was recorded on August 22, 2023 with over 900 registrants.

 

 

The Financial Planning Toolkit resources referenced in this session are available, whether you use Snap Projections or not.

Canadian Financial Advisors, Planners, and Investment Managers can start a 14-day Free Trial of Snap Projections here.

The Financial Advisor's Marketing Guide

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The Financial Advisor’s Marketing Guide

Learn how to build an online presence, create and share valuable content, and engage with prospects and clients through email marketing.