Retirement Decumulation – When, How Much, and What to Do
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| IIROC Credits: | 7 credits (Professional Development) |
| MFDA Credits: | 7 credits (Professional Development) |
Retirement Decumulation focusses on the subjects of accumulation (saving for retirement) and decumulation (spending in retirement). Decumulation may be a buzz word but it is a very serious subject that describes the deterioration of retirement savings. This course addresses the contentious issues of how much needs to be saved and how retirement income is created for spending — or saving — purposes.
- Start with a review of the accumulation process and the necessity to know the client and plan for decumulation;
- Continue with a review of the factors that impact retirement;
- Conclude with a review of how to create the individual retirement pay-cheque within limitations and constraints.
From having a second look at savings strategies through to D-Day (Decumulation Day), find ideas to create a retirement paycheque for your client.
Price charged to FA: $52.50 (You do not pay on this site.)
