LifeWare Retirement Planning
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Library Financial Planning

Publicly available documents

• Where will your retirement income come from?
- Retirement Income Systems
- Canada Pension Plan (CPP) Information
- Old Age Security (OAS) Information

• Additional retirement income resources
- Registered Retirement Savings Plans (RRSP)
- Home Buyers Plan (HBP)
- Life Long Learning Plan (LLP)

• Retirement & Investing
- Government Supplied Information
- Third Party Independent Investment Product Analysis
- Estate Planning
 

Retirement planning basics

• Step-by-step retirement
- Understanding the Financial Independence Stages
- The Three Retirements
- Become Your Life's Architect

Retirement planning software

• LifeWare - The Financial Illustration Calculator
- Program Demo
- Program Features and Specification

 

 

Planning for financial
independence

• Consulting
- Achieving your goals
- Education
- Counseling

• Why plan?
- Being rather than Doing
- Slowing down due to aging process
- Health and the potential
effect on Finances

• Investment
- Counseling
- Portfolio Analysis
- Asset Allocation
- Investment Manager
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Invest in your future

Most individuals in their mid to late 50's concern themselves with providing retirement income during their lifetime. And with a third of their lives still left to live, many are beginning to realize their needs are different as they think through the various stages of life they will transition.

Multimedia Presentation
Watch our 20 min. presentation on retirement income potential

• Learn how to become member of LifeWare Retirement Planning