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Courses/Insurance/Life Insurance

Retirement Planning & Investing Opportunities for Seniors

Master Your Financial Future: Comprehensive Strategies for a Secure Retirement.

Created byPro Seminars
5.0
(8 reviews)
BeginnerUpdated Mar 9, 2025
Retirement Planning & Investing Opportunities for Seniors

What You'll Learn

check_circleDevelop a comprehensive retirement financial plan
check_circleUnderstand various retirement investment vehicles and their tax implications
check_circleImplement effective asset allocation and diversification strategies
check_circleNavigate the challenges of the retirement savings gap
check_circleApply tax-efficient strategies for retirement savings and income
check_circleCreate an estate plan for efficient wealth transfer and legacy creation

About This Course

A long and secure retirement requires more than good health—it demands careful financial planning. With government benefit cutbacks and increasing longevity, many seniors lack a solid financial plan or even a basic understanding of financial principles.

This course provides financial advisors with the tools to help aging clients manage their wealth, optimize tax efficiency, and secure their financial future. Advisors will learn strategies tailored to different age groups:

  • Pre-retirees (55-64): Catching up on savings and investment strategies
  • Retirees (65+): Ensuring assets last 20+ years through proper planning
  • Oldest elders: Creating a tax-efficient legacy for heirs and charitable causes

Key Learning Areas:

  • The Changing View of Retirement & Financial Planning Steps
  • Investment Strategies & Vehicles (segregated funds, creditor protection, beneficiary designations)
  • Tax Planning & Creating a Tax-Free Legacy
  • Elder Financial Challenges & Retirement Considerations
  • Senior Women & Financial Planning
  • Common Myths, Realities & Adapting to Financial Change

By completing this course, financial advisors will gain valuable insights to guide aging clients through retirement planning, investment management, and legacy preservation.

Your Instructor

Pro Seminars
Pro Seminars

We will continue to provide high quality education, training and materials at the lowest price possible in Canada

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star237 reviews

Pro-Seminars was started by Tom Miller and Alex Nicholson in 1998. Sadly, Tom passed away in 2020, but the legacy he created continues today with Alex and Tom’s son-in-law, Adam Wyrcimaga, carrying it forward. Pro-Seminars is an all-Canadian company based in beautiful Beamsville, Ontario. It is a leader in its field, specializing in continuing education and training designed specifically for Insurance and Financial Services Professionals. Since 1998, Pro-Seminars has presented in cooperation with many Financial Services companies across Canada, offering convenient, comfortable, and high-quality professional development through Continuing Education Conferences, webinars, 47+ self-study courses, and a wide range of training programs. These courses and seminars are conducted across Canada, as well as through a National Conference held annually. Pro-Seminars utilizes many seasoned, experienced, and professional educators and trainers from financial services and insurance companies, all committed to maintaining the highest educational and ethical standards to best serve their clients and prospects. Continuing Education Credits earned by using any Pro-Seminars service are valid across Canada, regardless of where the credits were attained, through the many provincial reciprocal agreements in place. Alex Nicholson / Co-President E: alex@pro-seminars.com, Adam L. Wyrcimaga / Co-President E: adam@pro-seminars.com

Credit Information

What Students Are Saying

5.0
Student's Choice
8 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.