Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
As baby boomers approach retirement, we need to separate the myths from the facts. This interactive seminar will provide a review of how to plan for retirement based on market history since 1900. Retirement issues such as risks of investing, sustainability of life-long income, optimum asset mix, inflation protection and potential conflict of interest with your financial adviser will be covered.
Schedule
- June 12, 2024, 8:30 a.m. - 12:30 p.m.
- June 13, 2024, 8:30 a.m. - 12:30 p.m.
Key Takeaways
Upon completion of this course, you will learn:
- Basics of financial planning.
- Review and description of the pitfalls of current retirement planning methods.
- Market history and retirement, how luck affects your retirement, time value of fluctuations.
- Warning signals of diminishing luck.
- Optimum asset allocation and rebalancing, different asset allocation strategies.
- Common myths and pitfalls perpetuated by the financial industry.
- How much income is enough, how to determine if savings are insufficient, sufficient or abundant.
- How to use the market-history-based retirement calculator.
- Design your own case study: Are you in the green or red zone?
Who Will Benefit
The seminar will be particularly valuable to members in industry and to practitioners who are close to retirement or those who advise on retirement planning.
Prerequisite(s)
Please bring the following items with you to the workshop:
- A basic hand calculator.
- A list of income and expenses that you expect after retirement. You can download the Cash Flow Form to help you organize this information. If you have a spouse, you might want to work on it together for better accuracy. This is for your own use during the workshop; no one else will see it.
- On the same form, make a list of your retirement assets. This is for your own use during the workshop; no one else will see it.
- A list of questions/concerns/discussion points that you want the instructor to address during the workshop. For one-on-one questions of private nature, he will make sure there is time left at the end of the workshop.
How to Access the Course
This course is an online seminar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Jim C. Otar is a retired financial advisor and a retired engineer. He is the author of several books, the latest one is "Unveiling the Retirement Myth - Advanced Retirement Planning based on Market History". His articles are published in various magazines in Canada, U.S. and Australia. He won the prestigious CFP-Board Award in 2001 and 2002 for his articles, the first Canadian to win such a prestigious award. He is the founder of www.retirementoptimizer.com.
Testimonials
I have been taking CPA Ontario PD courses for many years and have always found them to be informative, well presented and beneficial to me as a learning tool.