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PROGRAM SEGMENT FOUR

Decumulation Planning, without running out of money

Video-taped interview with
Jason Heath, CFP®

Managing Director, Objective Financial Partners

Since 2001, Jason has provided fee-only, advice-only financial planning and is one of Canada’s best-known fee-only financial planners. He is a personal finance columnist for the Financial Post, MoneySense, and Canadian MoneySaver. He is also a contributor for RetireHappy.ca. Jason has a particular interest in working with clients who have complex planning issues, including business owners and Canadian expatriates in other countries.

LEARNING TOPIC

To consider the intricacies of decumulation planning strategies that can help or hinder post-retirement income demands.

Interview will include:

  • Role of retirement income planning, strategies, products (i.e., life annuities) and government programs
  • Candid focus on legacy planning issues, especially those which may result in retirement income short-falls
  • Specific taxation issues and efficiencies that individuals, families or small business owners need to be aware of during decumulation
  • Value of building relationships with family members – important if capacity diminishes but also to have the opportunity to serving them as clients

DISCUSSION FORMAT

Case Study Activity: The Retirement Income Puzzle

Learning Objective: To consider strategies that would help a business owner couple about to launch their retirement plans, focus on their longevity risks while taking advantage of tax efficiencies and estate maximization.

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).