A comprehensive and hands-on course that will have you look at all the areas of wealth that you need to have in place and/or review to achieve harmony, therefore peace of mind with your wealth. Putting the right structures in place will then allow you to be able to focus on all the other areas of your life while having harmony with your wealth.

And, do you often wonder where to start when thinking about slowing down one day? Do you worry you will not have enough to live on when that day comes? Are you confused about the type of pensions out there and how they all fit in? How about investing for retirement?

In this practical course, Anna Knight, an experienced retirement planner and a Certified Financial Planner with an active practice in Ontario will walk you through the basics of retirement planning. She will start by understanding the current retirement challenges, and how much income you need to retire on, and move through an in-depth discussion around the types of retirement income available out there and the detailed explanation of the type of investment vehicles available out there in Canada to provide suitable retirement income. During this course, Anna will also discuss pensions and income options from pensions to provide you with a complete retirement overview.

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