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Prime Approach Retirement Planning
By Daryl Diamond CFP CLU CHFC
ISBN 0-9730175-0-3
177 pages

Overview: Prime Approach deals with planning issues important to those employees who are within ten years of a target retirement date. The program focuses on creating income from assets and entitlements. The ability to identify and implement appropriate strategies will allow participants to receive maximum benefit from their retirement assets and plan effectively for wealth transfer to future generations. 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 Prime Approach 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 encourage your employees to attend, your facilitator can also provide posters and brochures for your seminar.

Length:Prime Approach is a 9 hour program and ideally presented in 3 three-hour sessions.

Education modules: Prime Approach Retirement 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
  • Gathering Information
  • Government benefits
  • Retirement income options
  • Investing and portfolio structure
  • Managing health risks
  • Transferring your wealth

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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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