On Demand (eLearning)

A Six Point Plan for Financial Freedom

MAY 03 - Dec 31, 2022

Online

DATE

MAY 03 - DEC 31

2022

TIME

8:00 AM - 6:59 PM

WHO CAN ATTEND

All

PD HOURS

4 Hours

ETHICS HOURS

0 Hours

STATUS

Registration open until

Dec 31, 2022

EVENT DESCRIPTION

Formerly titled: Enough Bull - How to Retire Well

Looking to improve your investment returns and ensure a comfortable retirement?

This newly updated course is designed to give you the information, tools and confidence to take charge of your personal finance and investing strategy, whether you use a financial advisor or not.

NOTE: This course is an enhanced version of David Trahair’s course: Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor. If you have previously taken this course, you may find the content similar and should not register again.

In this course, you will discover The Antidote: A simple six-point plan for financial freedom, which includes a safe investing strategy – a 100% fixed income portfolio. The content has been expanded and revised to include many other investment options.

Learn about a full-service investment dealer or broker, a discount broker, a robo-advisor, a fee-only financial planner and a deposit broker. You’ll also see demonstrations of actual online accounts with a discount broker, Questrade, and a robo-advisor, Wealthsimple. The course also looks at what experts say about future stock market returns and where interest rates are going to help you plan appropriately.

Delve into the issue of RRSPs vs. the alternatives and look at investing in equities inside and RRSP versus a regular taxable account versus a TFSA. Explore other options including real estate, reinvesting in your own business, paying off debt, and retaining profits in a corporation for later dividend distribution.

There are six free spreadsheets in the course including the S&P TSX Total Return vs. GIC Calculator to show you how well the stock market in Canada has done vs. the risk free benchmark of GICs; the RRSP vs. Regular vs. TFSA Analyzer; the RRSP vs. Pay Down Debt Calculator; the RRSP vs. Retaining Profits in a Corporation Calculator; the Tax Turbo-Charged RRSP Calculator; and the Money Maximizer to help you determine if you will have enough money to retire well.

KEY TAKEAWAYS

  • Learn about different ways to invest for your future
  • See demonstrations of Questrade and Wealthsimple online accounts
  • Find out what experts predict for future stock market returns and interest rates
  • Discover how well the stock markets in Canada and the US have done vs. the risk-free benchmark of GICs going back 50 years
  • Find out how to use a laddered GIC strategy to keep the fixed income portion of your investments safe

WHO WILL BENEFIT

Individuals wishing to improve their knowledge of current investing options, make the most out of their investment returns to ensure a comfortable retirement.

PRICING

$172.00 Personal Passport

$200.00 Organization Passport

$231.00 Member

$231.00 Student

$314.00 Public

Status: Registration open until Dec 31, 2022

LOCATION

Online

SPEAKER(S) BIO

David Trahair, CPA, is a personal finance writer, trainer and e-learning content creator. He is the author of six books on personal financial issues including three national best sellers. David’s views are totally independent because he does not work in the financial services industry or sell any financial products.

SPECIAL INSTRUCTIONS

This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.

However, you will only have access to the course for 30 days AFTER REGISTRATION closes.

To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.

Please allow at least four hours after registration for the seminar to appear on your BlackBoard page.

Registration, cancellation, withdrawal and all other CPA Ontario Program policies can be found here.