ETFs: The Ideal Retirement Income Vehicle?
By Fidelity Investments with Newcom Media Inc.
Thanks to their lower fees and tax efficiency, ETFs can help clients at all stages who are looking for income. Using case study examples, ETF expert Andrew Clee will explain how advisors can use ETFs to construct diversified portfolios that optimize for age and demographic challenges, particularly for retirees who are decumulating. Respected tax expert Michelle Munro will then connect Andrew’s insights to findings from Fidelity’s 2019 retirement survey, Retirement 20/20, which showed that Canadians are retiring earlier than expected, but with more financial obligations than their predecessors. The audience will walk away with a clear understanding of how ETFs fit into an income-oriented, tax-efficient retirement portfolio, as well as a sense of the retirement trends affecting their clients.
On Oct 1, 2019, Advisor's Edge and Investment Executive hosted the second annual ETF Summit.
This summit strived to provide much needed clarity on the benefits and challenges of using ETFs.
This course is from one of the sessions.
Presented by Gold Sponsor, Fidelity Investments.
Professional Responsibility Credits
Product Knowledge Credits
Practice Management Credits
IIROC Cycle 7
IIROC Cycle 8