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Plansmart Financial Retirement Planning
By Daryl Diamond CFP CLU CHFC
ISBN 0-9730175-1-1
176 pages

Overview: Plansmart Financial Planning is designed for those in the early to mid-career stage. The program emphasis is on accumulating assets, managing debt and protecting earning power. The course materials will help participants understand why there are financial planning priorities and assist them to establish their own goals. The specific details of your benefit plans can be incorporated into the program, helping employees understand the significance of workplace benefits in the context of their own personal strategies.

Facilitators: Each Plansmart seminar is facilitated by a member of Rarestone's national network. Facilitators are carefully selected and have CFP (Certified Financial Planner) designations.

Materials: Course material is specific to Canadians. All materials are updated frequently, ensuring that your employees receive the most current information. Each participant will receive a workbook. Facilitators are able to present the material using either overhead transparencies or Microsoft PowerPoint. To help increase attendance, your facilitator can also provide posters and brochures for your seminar.

Length: Plansmart Financial Planning is a 9 hour program and ideally presented in 3 three-hour sessions.

Education modules: Plansmart Financial Planning is modular, allowing employers to include any or all of the components. Employers may set them up in such a way as to meet time and scheduling requirements. Seminar content includes:

  • Basic economics
  • Taxes and tax planning
  • Budgeting, cash flow and debt management
  • Managing risks
  • Planning for the future
  • Investing and portfolio structure
  • Sources of retirement income
  • Wills, etc.

Buying Time
by Daryl Diamond

New! Income Protection Seminar Series

Order The Structure of Retirement Income
by Daryl Diamond

Rarestone Financial Series Inc.
111 Pulford Street Winnipeg, Manitoba R3L 1X8
Phone 204-947-5766 Fax 204-949-4724 Toll Free 866-947-5766

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