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CPP Revisions a Good Reason to Learn Professional Tax Efficient Retirement Income Planning

There are lots of changes coming to retirement income planning, together with a whole new focus on how much is enough. . . a question being asked by all generations in the family.  That’s why retirement planning is really about multi-generational planning.

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Peer-to-Peer Learning is a Most Effective Way to Excel

There are so many tax planning changes being introduced for 2016 – 2017 that tax, bookkeeping or financial services professionals may have trouble keeping up with answers to their clients’ complex questions this year.

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New Retirement Planning Course Is On the Cutting Edge

It takes specialized skills to marry tax and financial planning competencies to help clients adequately fund tax-efficient income requirements. Now tax and financial advisors can certify to specialize and provide this new value-added service with the newly revised Tax-Efficient Retirement Income Planning Course.

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