Continuing Education Catalogue

Every client wants to retire well. The advice in this course provides the fundamentals of retirement planning. It is a valuable retirement planning starting point to cover all the bases such as sources of retirement income, tax strategies in retirement, and transfers of registered plans.

Among other useful information, this course provides:

· An overview of trusts
· A review of the different types of trusts
· The reasons to use a trust
· Tax implications of trusts

This information will help you identify those of your clients who are best suited to a trust, and those for whom a trust is inappropriate.