Protecting Retirement from Inflation
By Advisor.ca and Investment Executive
Inflation has soared in the past year. While this has affected all clients, retirees, and pre-retirees are particularly challenged. What investment strategies can financial advisors employ for this group in this market environment? How can these clients take advantage of rising interest rates? What tax-planning strategies can clients employ to make the most of their investments? What role can government benefits play?
In this virtual roundtable, hosted by Advisor’s Edge and Investment Executive, experts tackle these questions and more.
Sponsored by Manulife Investment Management, Sun Life Global Investments, and TD Asset Management.
Accreditation Details
Accreditation body
Competency
Credits
IIROC Cycle 9
Professional Development
1.00
Compliance
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MFDA
Business Conduct
--
Professional Development
1.00
CSF
General subject
1.00
Courtage en épargne collective
--
Assurance de personnes
--
Insurance of persons
--
Matières générales
--
ICM
General Insurance
--
Life Insurance
1.00
Adjuster
--
Course Type:
Video
Passing Grade:
9/12 (75%)
