Unveiling The Retirement Myth

Full Day Course

(7 CDP hrs)

The Institute of Chartered Accountants, every Fall and Spring

BC and Alberta, Canada

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 

pending