Episode 6: Six Actions to Take as You Approach 55
Your Canadian Retirement Specialist
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Show Notes
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement
Looking for more information on Retirement in Canada? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA
Six Actions to Take as You Approach 55!
We believe that your retirement plan should keep pace with your life. We've created a six-item checklist to help you gain a clear vision of your goals and retirement objectives. Financial advisors should be managing these items for clients on a regular basis, updating financial strategies and making adjustments whenever necessary. You can do the same as retirement approaches.
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Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.
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