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The realities of Retirement Planning.
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The six steps of the retirement planning process.
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Some updated facts and figures about retirement and planning.
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The Baby Boomers and why planning for the future is important.
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Retirement planning in the early years The Early, Early
Years.
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2012 Government sources of C.P.P., Q.P.P., OAS and their
planning features.
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Registered Retirement Plans, Annuities, LIFs, IPPs, RCAs, LRIFs
and RRIFs.
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The many types of Corporate sponsored retirement plans.
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Advantages & disadvantages of corporate retirement plans.
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Home Buyers Plans, RESP`s, and other tax advantaged plans.
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RRSP and corporate retirement plan contribution limits.
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Mutual Funds (Investment Funds) and other Variable contracts.
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Mutual fund maturity benefits, limitations, death benefits,
reset options, transfers, deferred sales charges, and management
expense ratios.
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Segregated funds.
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Life insurance as a retirement funding vehicle.
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Lifelong Learning Plans LLPs.
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Taxation as it pertains to retirement.
