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Retirement Readiness Simplified

This practical course will walk you through the basics of retirement planning. We will start by understanding the current retirement challenges, how much income you need to retire on and move though an in depth discussion around the types of retirement income available out there.  During this course we will discuss pensions, and income options of pensions and types of investment vehicles you can use for retirement planning.  


This course can also be used as a self discovery to guide you to see if you are ready for your retirement.  It includes easy to follow slides, and a work sheet to helps you determine how this information applies to you and your situation. 


Created in collaboration with CPD Formula (Canada’s Largest Profession Training Platform), so you can purchase the course with us, or by enrolling HERE through CPD Formula.  

Retirement Readiness Simplified

  • Creating a blue print for your "retirement"

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