Become an Expert in Building Retirement Portfolio for Your Customers
Largely due to advances in preventing heart disease and with Baby Boomers leading healthier lifestyles, Canadians who reach age 65 are more likely than ever to live into their 90's. This takes retirement income planning into a much longer period, in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds. Capital must be preserved at the same time.
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Trusted Advisors: Help Clients Understand How Much Their Business Is Worth
As boomers start inching towards retirement, the conversation about business succession planning needs to be accelerated. It’s a great opportunity to become your client’s most valuable source of thought leadership and information by helping your clients to understand how much their business is really worth.
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DAC: Join Us Next Week for the Announcement of Our Exciting 2017 Location!
We look forward to welcoming close to 200 delegates at the DAC 2016 Opening Reception in less than one week and announcing our secret 2017 location on Sunday! The topic of discussion at this incredible three-day think tank will be SOAR HIGHER: Plan for Your Greater Potential.
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