Chinook Learning Services - Calgary, Alberta, Canada

Retirement - Successful Strategies

Course Description

Change the rest of your life with only 7.5 hours of instruction. An informative course designed to assist people of all ages learn to manage the challenges and opportunities of retirement and to develop a personal retirement plan. The material is relevant to those planning their retirement, close to retirement or already retired. Comprehensive manual included. The instructors are investment advisors who collectively have over 80 years combined experience providing independent advice and comprehensive financial planning. Since 1996, over 3000 people have benefited from their exceptional and trusted instruction. This professionally designed and instructed course focuses on:

  • Income sustainability
  • Managing money with inflation protected income and reduced taxes
  • Wealth preservation
  • Allocating your assets wisely
  • Ensuring your financial plan is complete
  • Pension options
  • Estate planning

Participant Outcomes

Upon successful completion of this course, you will be able to:

  • Prepare for a financially secure retirement
  • Maximize your income
  • Optimize your investments
  • Protect your hard-earned money from inflation, taxes and erosion due to health care needs.

Course Content

Session 1

  • Foundation for a Successful Retirement
  • Sources of Retirement Income

Session 2

  • Investments
  • Managed Portfolios

Session 3

  • Risk Management
  • Estate Planning
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