Considerations When Planning for Retirement Income

By Advisor.ca and Investment Executive

Planning for your client’s retirement income is an ongoing process with changing variables and a lot riding on the outcome.

This collection of articles from Advisor.ca and Investment Executive, based on expert sources, aims to help you consider retirement income by covering critical topics such as timing of government benefits, tax-efficient planning and using home equity (56% of the course); and planning when one spouse dies (44%).

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.