FP Canada Exclusive: Creating More Value for Clients with Personalized Decumulation Strategies

Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software here: https://bit.ly/Advisor-14-day-free-trial

When should your clients start taking CPP/QPP and OAS? Which accounts should they first draw from when they retire? As a Financial Planner, you already know there are no one-size-fits-all answers to these questions. The reality is, it depends — so how can you provide your clients with answers that are both personalized and transparent?

Fortunately, the FP Canada Research Foundation has funded research into addressing these critical questions. Join the team at Snap Projections for a virtual financial planning session to explore this crucial research and:

🔥 Learn about the findings of this important financial planning research
🔥 Learn how you can use transparent planning software to model unique client circumstances that will demonstrate the personalized advantages and disadvantages of different decumulation strategies during retirement

This session will highlight how Financial Planners can model the work explored in this research (in real-time) and discuss how you can help your clients navigate these decisions.

This financial planning session was reviewed by FP Canada and qualified for 1 FP Canada-Approved CE Credit. Live attendance was required to be eligible for the Credit.