- 01Customer
- 02Payment
Contact information
5 on-demand video modules: All of the lessons are under 10 minutes to keep you moving forward without being overwhelmed.
Digital worksheets and templates: Put your learning into practice right away with easy, fill-in-the-blank worksheets (no complicated spreadsheets here!). Includes the Money Memory Reverse Timeline, Monthly Cash Flow Worksheet, Debt Tracker and more!
Lifetime access: Revisit the course material as often as you need.
Enter your bullet points here..
Payment information
Includes:
Your New Retirement Reality: Understand the trends reshaping Canadian retirement so you can plan for today’s reality instead of outdated advice
Enter your bullet points here..
Building a Retirement Income Strategy: Get clear on your retirement income sources so you avoid costly mistakes like taking CPP too early or triggering OAS clawbacks
Enter your bullet points here..
Investment Allocation for a Joyful Retirement: Discover your true risk tolerance so you can build an investment strategy that lets you sleep at night
Enter your bullet points here..
Tax-Savvy Retiree: Understand Canada’s progressive tax system and OAS clawback so you can stay in lower tax brackets and keep more government benefits
Enter your bullet points here..
Decumulation and Withdrawal Planning: Understand sequence of returns risk and why the 4% rule fails most retirees so you protect yourself from running out of money
Enter your bullet points here..
Protecting Your Retirement Income: Learn to use your TFSA as a longevity safety net so you have tax-free money in your 90s
Enter your bullet points here..
Creating a Legacy with Heart: Understand the three buckets of legacy giving so you create meaningful impact while alive, through your will and beyond
Enter your bullet points here..
Hiring a Financial Planner: Learn to distinguish between CFPs, financial advisors and bank planners so you find someone doing comprehensive planning, not just selling products
Enter your bullet points here..
Beyond Finances: What Your Retirement Plan Is Missing - Discover the 5 essential non-financial elements so you avoid the boredom nearly 50% of retirees experience
Enter your bullet points here..
- Total payment
- 1xHeart of Your Retirement - SpecialC$97-+
- Get Your Money In GearC$97
- Discount
- ShippingC$0
- Sales taxC$0
- Total
- Today's payment
- Heart of Your Retirement - SpecialC$0
- Get Your Money In GearC$97
- Discount
- ShippingC$0
- Sales taxC$0
- Total
- Future payments
- C$97
- DiscountC$0
- ShippingC$0
- Sales taxC$0
- Future amount
C$0 - Today's payment:
C$0 - Today's payment
-
C$0
All prices in CAD
