Détails du Produit
Book S.O. Annual/biannual/biennial
New editions supplied on standing order subscription (every two years)
Approximately 340 pages
1 volume bound

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The Boomers Retire - A Guide for Financial Advisors and Their Clients 4th Edition
Par : Lynn Biscott, CFP, R.F.P.
Disponibilité : En stock
51,00 $

Practical guidance in managing financial resources in retirement

There are close to five million Canadians over the age of 65, and the proportion of seniors is expected to double in the next quarter century. Statistics Canada reports that seniors are the fastest growing age group in Canada and in 10 years, retirees will outnumber newcomers to the workforce. As the baby boom bulge starts to move into retirement, the focus shifts from planning for retirement to living in retirement. Financial advisors play a vital role in helping their clients make the transition into a new phase of life. This book will provide practical guidance in managing financial resources once clients enter the consumption stage.
À propos de l'auteur
Lynn Biscott, CFP, R.F.P., has been involved in the financial services industry as a human resources executive, fee-only financial planner, and independent consultant, for over 30 years. In 2013, Lynn was honoured with the Fellow of FPSC™ distinction in recognition of her contributions to the advancement of the financial planning profession. Throughout her career, she has been involved in the design and delivery of training programs, and in the development of written materials on financial planning issues. She has designed and conducted training for financial professionals for organizations such as Foran Financial Institute, the Canadian Initiative for Elder Planning Studies, CIBC, and CCH Canadian. As a technical writer, she has prepared case studies, examination material, and resource material for the Canadian Securities Institute, Advocis, and the Financial Planners Standards Council. Ms. Biscott holds an M.Ed. In Adult Education from the University of Toronto, as well as the Certified Financial Planner (CFP) and Registered Financial Planner (RFP) designations. She is a member of the Institute of Advanced Financial Planners (IAFP), the Canadian Association of Pre-retirement Planners (CAPP), and the Canadian Institute of Financial Planners (CIFPS).