COURSECA$244
Otar's Retirement Income Planning (Canadian)
In this course, you will learn how to plan for retirement based on market history since 1900. Retirement issues such as the luck factor and lifelong income security are covered.
2 hours 3.8(4 ratings)
-55%
CA$111
INSTRUCTOR(S)
Cemil (Jim) OTAR
Mathematician of Retirement
About this course
This course will be particularly valuable to financial practitioners who have advice on retirement planning. Topics covered are:
• market history and retirement,
• common myths and pitfalls in retirement planning
• the impact of luck on retirement math
• contributors of luck factor: sequence of returns, inflation, reverse-dollar-cost-averaging
• the impact of asset allocation strategies, withdrawal strategies
• math of loss, time to recover
• optimum asset allocation
• purpose-driven sustainable withdrawal rates and stress test
• the zone strategy
• how much income is enough, how do you determine if savings are insufficient, sufficient, or abundant
• income from other sources, such as CPP, OAS, SPP, annuities
• epilogue: five-year checkup
The course covers everything you need to know about the math of retirement income. After completing this course, you will have a better understanding of retirement concerns and the proper tools necessary to plan for retirement.
This course includes:
2 hours on-demand video
Intermediate level
No preparation required
Published At Dec 10, 2023
Certificate of completion
No prerequisites
1 year access
Updated At Aug 8, 2024