This is a hands-on workshop. Though not mandatory, you are encouraged to bring a laptop to work along during the program on the spreadsheets including the “CPP Elect Age Calculator,” the “CPP Return Calculator,” the “Investment Option Cost Analyzer,” “RRSP vs Retaining Profits in Corporation” and the “Money Maximizer” to maximize your family’s after-tax cash flow.
The stock market crash of 2008 has proven one thing: traditional retirement planning advice is way too risky. Trusting the stock market is like gambling with a family’s future. But how does one plan for retirement without the possibility of losing up to 50 per cent of their investment value within a matter of months? The simple truth is that it is possible to retire financially well using guaranteed, safe fixed-income products like GICs that can never decline in value combined with government defined benefit pension plans including CPP and OAS. This course will detail the non-traditional view to money management that many investment advisors don’t want to talk about. Participants will receive a copy of David Trahair’s book Enough Bull.
Who Should Attend
Those interested in helping their friends, family and clients to retire well without having to take risks.
David Trahair, CPA, CA