Helping Clients Make Resilient Choices to Thrive in Retirement

By Edward Jones

Earlier this year, Edward Jones partnered with Age Wave, the global thought leader on aging population trends, to conduct a study of new retirement trends. Using the insights from this proprietary study, Julie Petrera, senior strategist, client needs, with Edward Jones Canada will guide a panel discussion with advice and guidance strategist Michael Callahan and financial advisor Andrew Sherbin on how Canadians plan for and manage retirement in this challenging time. You will learn about the trade-offs your clients may need to make to manage through curveballs caused by longevity and the new definition of retirement, how they can prepare to be more resilient and still thrive in retirement, and what you need to know to help guide them through it all.

Helping Clients Make Resilient Choices to Thrive in Retirement

Accreditation Details

Accreditation body
Competency
Credits

FP Canada

Professional Responsibility

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Product Knowledge

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Practice Management

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Financial Planning

1.00

IIROC Cycle 9

Professional Development

1.00

Compliance

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MFDA (2023-2025)

Business Conduct - Ethics

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Business Conduct - Non-Ethics

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Professional Development

1.00

Course Type:

Video

Passing Grade:

7/10 (70%)

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