Managing Post-Retirement Portfolios

By Advisor's Edge and Investment Executive

A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation? What do advisors need to know about CPP, OAS, TFSAs, RRIFs — and how they interact? And how can advisors create appropriate post-retirement portfolios while preserving income and security?

In this virtual roundtable hosted by Advisor’s Edge and Investment Executive, tax experts and a portfolio manager weigh in on strategies and tips for tax-efficient decumulation and generating retirement income. Advisors will come away with a better sense of how to set up their clients’ financial plans for post-retirement success.

Sponsored by Canada Life, Manulife Investment Management, Sun Life Global Investments, and TD Asset Management

Managing Post-Retirement Portfolios

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 8

Compliance

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Professional Development

1.00

FP Canada

Financial Planning

1.00

Practice Management Credits

--

Product Knowledge Credits

--

Professional Responsibility Credits

--

Course Type:

Web Link

Passing Grade:

10/12 (83%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER