Unveiling The Retirement Myth

Full Day Course

(7 CDP hrs)

The Institute of Chartered Accountants:

BC, Alberta and Ontario

CGA: Ontario

Strategic Wealth Conversion:

Chapter 3:

·       Market Risks and Retirement Planning

·       The Value of Fluctuations, its causes and effects

Chapter 4:

·         Conducting a Needs Analysis

·         Drawbacks of Standard Calculators and Simulators

·         Developing Strategies for Lifelong Income

Chapter 5:

·         Sustainable Withdrawal Rates

·         Loss Recovery in Distribution Portfolios

·         Withdrawals

Chapter 6:

·         Asset Allocation for Retirement

·         Common Misconceptions about Asset Allocation in Retirement

·         Asset Dedication 

Canadian Securities Institute, 

Winter 2007 

Strategic Wealth Accumulation:

·       Asset Allocation during Life Stages

·       Assets Required during Retirement

Canadian Securities Institute, 

December 2006 

Time Value of Fluctuations - 

The Missing Link in the Design of Lifelong Income for Retiring Clients (2 CE hrs - CFP)

The College for Financial Planning, 2006

Colorado, USA