Protecting Retirement from Inflation

By Advisor.ca and Investment Executive

Inflation has soared in the past year. While this has affected all clients, retirees, and pre-retirees are particularly challenged. What investment strategies can financial advisors employ for this group in this market environment? How can these clients take advantage of rising interest rates? What tax-planning strategies can clients employ to make the most of their investments? What role can government benefits play? 

In this virtual roundtable, hosted by Advisor’s Edge and Investment Executive, experts tackle these questions and more. 

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

Protecting Retirement from Inflation

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Professional Development

1.00

Compliance

--

MFDA (2021-2023)

Business Conduct - Non-Ethics

--

Professional Development

1.00

CSF

General Subject

1.00

Courtage en épargne collective

--

Assurance de personnes

--

Insurance of persons

--

Matières générales

--

ICM

General Insurance

--

Life Insurance

1.00

Adjuster

--

CIRO Cycle 10

Professional Development

1.00

Compliance

--

MFDA (2023-2025)

Business Conduct - Ethics

--

Business Conduct - Non-Ethics

--

Professional Development

1.00

Course Type:

Video

Passing Grade:

9/12 (75%)

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