Step by Step Retirement Readiness Course combined with Tax and estate Considerations of Owning Real Estate Assets and Artificial Intelligence Impact on the Process.
Embark on a comprehensive journey with our Integrated Retirement Mastery course. It seamlessly blends the Retirement Readiness Course, your go-to guide for gauging and enhancing retirement readiness, with a deep dive into real estate as a cornerstone in your investment strategy.
Discover the intricacies of retirement preparedness, exploring income sources, pensions, and guaranteed investment options. Delve into the power of real estate as a strategic investment, understanding its role in wealth building. Unpack tax and estate considerations tailored to your specific real estate assets, covering ownership, sales, and strategic pivots for estate planning.
This isn't just a course; it's a holistic exploration of financial readiness and real estate's vital role in your overall investment blueprint. Brace for insightful discussions on the impact of Artificial Intelligence, making this a truly encompassing experience.
Join us for a journey that goes beyond traditional financial planning—an immersive, all-encompassing course designed to empower your financial future.
14 activities • 14 videos • duration: 2h 45m
Speaker ■ Coach ■ Writer ■ Business Owner ■ Financial Planner ■ 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.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
Very informative course. Covered different aspects of retirement planning than the usual courses. Very helpful for me particularly because, currently I am in the middle of my personal real estate & tax planning situation and looking for professional help. I am also heading towards retirement in less than 5 years. Anna's communication was very clear and to the point.
