ON DEMAND WEBCAST

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Webcast description

If you're like the vast majority of Canadians, you are quickly realizing that planning for your own retirement has become your responsibility. 

Employer-sponsored pension plans are scarce, and you'll need to do more of the "heavy lifting" to accumulate the funds that will be your income-producing assets in retirement. 

With these realities in mind, this webcast will tackle some big retirement questions:

• How do you plan for the retirement you want, and what actions are necessary to achieve it?
• How is it possible to build wealth and, at the same time, manage risk?
• Are there ways to transfer certain risks?

There are a number of accumulation options and tools available to build your retirement assets. This webcast will look at how combining some of these approaches may be the most efficient way for you to piece together a solid retirement strategy. 

This webcast will assist you to

Presenter: Daryl Diamond Read more

• establish targets for a desired retirement scenario 
• implement the steps to reach your targets
• better understand how taxation plays into your strategies 
• assess various investment options when accumulating assets
• effectively address some of the many risks associated with retirement planning

Presentation Outline

• Creating Your Retirement Income
   o Current realities
   o Processes in planning
   o Cash flow considerations
   o Key taxation considerations
  
  
•  Your Sources of Retirement Income
   o Government
   o Employer sponsored
   o Employment
   o Personal
  
  
• Investing Your Retirement Assets
   o Asset mix
   o Fee issues
   o Non-registered holdings
  
  
•  Risk Management Issues
   o Risks to consider
   o Addressing health risks 
  
  
• Summary
  o Bringing it all together  
  
  
  

Companion Webcast

In Part Two of this webcast series, you'll learn how to convert your accumulated assets into retirement income by building a retirement income plan. 

System requirements

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                   A screen shot of the "test your system" tool

If you require further information, go to our Help page or send an e-mail to PD Net Comments.  

Daryl Diamond, CFP, CLU, CHFC, is an advisor, author, and educator on the subject of using your assets to realize the greatest amount of security and satisfaction during the retirement years. He is well known among his peers as one of the first financial advisors in Canada to identify the special skills and knowledge required to turn accumulated assets into income, while reconciling the varying needs for income and lifestyle as individuals and couples progress through the stages of retirement. 

His Winnipeg Canada-based practice, Diamond Retirement Planning Ltd., is dedicated to this service as well as to the investment strategies, health-risk management issues, and wealth transfer considerations that are unique to this market. Of his 33 years in the financial services industry, the last 18 have been dedicated to the area of retirement income planning. This has provided a great deal of insight into, and experience in, the key considerations and issues that retirees must address.

He has been published twice. His second book Buying Time was first published by John Wiley and Sons, Inc., in 2003. This book focuses on helping retirees and those about to retire to better plan the use of their money and time by working more closely with their advisor. The revised version of this title was released in January 2008.

He is in demand across the industry to impart his insights and train other advisors in these new, specialized strategies. In 2006, he presented at the Top of the Table annual meeting and addressed the MDRT annual meeting in 2009.

Daryl has written formal training programs on retirement income planning for Canada’s largest bank, the Canadian operation of an international life insurance company, and one of Canada’s premiere mutual fund companies. He has also written a comprehensive, step-by-step retirement income planning manual for advisors entitled Maximum Income Strategies.

He was recently invited to be a contributor to clientinsights.ca, a consumer-oriented information site on financial issues involving both investment manager, academic, and planning specialist content.

He is a sought-after speaker, writer, and trainer on the topic of income planning, and these functions now comprise 30% of his business.