This is a hands-on workshop. Though not mandatory, you are encouraged to bring a laptop to work along during the program on spreadsheets including the “Retirement Optimizer” to calculate how much you’ll need to retire, the “Personal Rate of Return Calculator” to see how well your investments have been doing and the “Car Lease vs Buy Analyzer” to help you optimize your car strategy. All spreadsheets are free with the course.
There is a lot of confusion when it comes to retirement planning. How much will a family need to retire comfortably? Are RRSPs the best answer? Can the stock market be trusted? The standard answers from the “experts” include: start an RRSP early and maximize your contributions, use the stock market and mutual funds for the best returns, put faith in a financial adviser. But what if those answers are wrong? The problem is that much of the common advice is from people with a conflict of interest. Many are simply trying to sell financial products that make them money - at the client’s expense. This course is designed to cut through the sales pitches and get to the simple truths. Participants will receive a copy of David Trahair’s book Smoke and Mirrors.
Who Should Attend
Anyone who is interested in what they need to do to retire well, as well as practitioners who need a refresher on advising clients on retirement planning.
David Trahair, CPA, CA