Exploring Your Options For A Quality Retirement Redone
Building Your Retirement Pay Cheque
1. Building Your Retirement Pay Cheque: Retirement Income Planning Presented to you by: Grant Ackerman, B.Comm, CFP, FCSI, FMA, CH.P. Strategic Wealth, Associate Investment Advisor TD Waterhouse Private Investment Advice
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4. Where do I begin? * Evaluate within the context of when you will retire. … and other considerations? Things to think about… Life Planning Goals* special concerns, education funding, elder demands, return to the nest, grandchildren Will parents or children impact your retirement? Family activities, travel, hobbies, courses What do you want to do? Lifestyle Do you want to leave an estate? Will you receive an inheritance? Do you have concerns? Have you planned for these? Will you work? Where do you want to live? Will your current residence meet your needs? how important is this, potential trade-offs Legacy critical illness, long-term care, benefits, decision continuity, protecting your family Health part-time, consulting, business, volunteer Work location, climate, amenities, facilities, upkeep Home
Speaker notes: Good morning/afternoon/evening everyone and welcome to the “Building Your Retirement Pay Cheque” educational seminar. Introduction: For those of you who I may not have had the opportunity to meet yet, my name is ___________, I have ____________ years of experience in financial services/ Wealth Management, and I am a(n) ___________(title) with _____________ (insert business) at TD Waterhouse. Our goal for the next hour is to help you achieve the peace of mind that comes with knowing that you are financially prepared for the next stage of your life by discussing how to plan for income and how to build your “pay cheque” in Retirement. Joining me today/tonight are a number of my colleagues, an exceptional network of Wealth Management professionals who bring a variety of expertise, ranging from Estate and Trust planning, Investment Management, Banking, Insurance, Credit, Charitable Giving, Tax and Investment strategies, as well as Financial Planning. Our collective goal is to add value where we can either through discussions, answering any specific questions you may have, or meeting with you and your family on an confidential basis, depending on your preference. <Introduce Wealth Partners in attendance (Provide name and business, Ask partners to stand up to be identified)> <Introduce Other Partners in attendance> On behalf or myself and my partners, I’d like to thank you all for being our guests here today/tonight.
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