What's right for you?
Prime Approach Retirement
Planning deals with issues important to those who are within ten years of a target
retirement date and focuses on creating income from assets.
Plansmart Financial Planning
is for those in the early to mid-career stage and helps participants understand why there
are financial planning priorities.
Severance and Early Retirement
Packages gives you a better understanding of the financial implications of
severance and early retirement packages.
Finance and Investing for Women
focuses on specific factors affecting women's finances.
The Income Protection
Seminar Series will show you how to guard against income loss in the event of
critical illness, disability or death.
Planning for Assisted Living and
Long-Term Care helps you prepare for the contingencies of aging.
Planning for Assisted
Living and Long-Term Care
Your health may be your wealth, but
it's your health that may destroy your wealth
When preparing for retirement, most people
envision those years when they and their partners are active and healthy - a time when
they have control of their lives and are free to devote most of their time to leisure,
travel, hobbies, and other pursuits of their own choosing. These are the golden years, the
prime retirement years before you or your partner get sick, require care or even pass
away. The assets they have accumulated are employed to buy their lifestyle.
But as they reach their 80's and 90's, they may being to require help with everyday
activities. These are the olden years that require assets to be deployed in a different
manner - to manage healthcare.
Planning for Assisted Living and Long-Term Care will help you understand the financial
and lifestyle implications of healthcare and provide you with the information you need to
build your own plan to cope with the contingencies of aging.
"What will I learn?"
At your option, you will receive a one-on-one consultation with a planning specialist
to help you structure your own personal plan.
a seminar in your city or have
this seminar held at your place of work