Retirement Planning

CSI
Montreal, Toronto, Canada

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' Most people look forward to retirement. But when the day finally comes, many discover they are not so well prepared financially. This course focuses on being organized in retirement, on how to retire efficiently from a business and/or partnership and on tax planning strategies. As a financial professional, you will gain a better understanding of your clients’ options for accessing their money in retirement. A detailed outline illustrating how they can keep more of their old age security benefits is discussed, along with ways to integrate retirement planning with estate planning.
...''

Phone:416-364-9130 or 1-866-866-2601

School Address:

Toronto:
200 Wellington Street West, 15th Floor, Toronto, ON M5V 3C7

Montreal:
1155 University St., Suite 600, Montreal, PQ H3B 3A7

Jobs & Resumes: Montreal, Toronto
Houses & Roommates: Montreal, Toronto

Covered Call Writing
Estate Planning
Equity Monetization
Exchange-Traded Funds
Fixed-Income Investing
Hedge Fund Essentials for Financial Professional
How Mutual Funds and Hedge Funds Use Derivatives
Individual Pension Plans
Portfolio Theory, Asset Allocation and Performance Measurement
Pre-Retirement Planning
Financial Markets Risk Management
Derivatives

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