The basics of retirement planning and the basics of estate planning and how to use tax planning to maximize the value of your or your client's estate
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 a 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 help you determine how this information applies to you and your situation.
In addition, financial planning tax strategies can be a very powerful tool to maximize your income today, into retirement, and how much of your hard-earned dollars get passed on to the next generation. In this course, you will learn not only tax planning strategies for today, but also the basics of estate planning and how to use tax planning to maximize the value of your or your client's estate.
Speaker â– Coach â– Writer â– Business Owner â– Financial Planner â– Creator of Prosperity Retreats
Anna Knight is the Founder, Severance and Pension Specialist and Certified Financial Planner at Simplicity Financial (www.simplicityfinancial.ca).  She started Simplicity Financial with over 20 years of industry experience to empower Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates and strives to be the same for the community at large.  To learn more, please visit www.simplicityfinancial.ca   To elevate her impact and reach, Anna delivers her money management and wealth-building courses to corporations and a number of organizations online through her carefully curated courses. She also shared her valuable and time-tested wealth-building strategies in her latest book "The Million Dollar Difference" and collaborated with her colleague to create a 30-day financial healing journal, "My Financial Wellness Journal." In her well-established private practice, Anna offers fee-for-service financial planning guidance or gets retained by her clients to manage their financial affairs.  ​To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders. ​To provide investment management advice, Anna is a Financial Advisor with Desjardins Financial Independent Network. If her plans call for alterations or adding new life insurance solutions, Anna works as an Insurance Broker with Desjardins Financial Independent Network.  ​Before setting up her own independent practice, Anna worked for ICM, another independent MFDA dealer for several years, and Royal Bank of Canada, National Bank and Manulife Financial before that. She has not only extensive education in her field but also years of hands-on experience. ​As a wellness and fitness enthusiast, world explorer and dancer and mom, Anna ensures to keep on creating a work-life balance and encourages her clients to do the same.Â
