Seminar

A Six Point Plan for Financial Freedom - In Person Session

Sep 08, 2022

CPA Ontario - King, Toronto

DATE

SEP 08

2022

TIME

8:30 AM - 5:00 PM

WHO CAN ATTEND

All

PD HOURS

7.5 Hours

ETHICS HOURS

0 Hours

STATUS

Registration open until

Sep 05, 2022

EVENT DESCRIPTION

Before registering for this session, please note, it is going to be an in-person session and will be held at the Chartered Professional Accountants of Ontario office in at 130 King St. W. in Toronto. You MUST attend in person to participate, there will not be an option to join this session virtually.

Please carefully review the visitor protocols for attending an in-person session and ensure that:

  1. You have completed the Vaccination Status Attestation Form for CPA Ontario Visitors . You must also complete the Covid Health Assessment Form onsite upon arrival at the session. You will need to complete the COVID Health Questionnaire for every visit.

  2. Please note that masks must be worn in all common areas and when social distancing is not an option (this includes in the classroom and will be a requirement for all instructors and participants).

  3. Our training rooms are at 50% capacity to ensure social distancing, and sessions will be capped, so enroll early to avoid disappointment.
  4. CPA Ontario’s landlord, Brookfield Properties, continues to operate as per WELL Health-Safety Rating protocols, public health guidance, and the Public Health Agency of Canada with respect to precautions for limiting the spread of COVID-19.

This course is based on David Trahair’s national bestselling book Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor.

In this course you’ll discover The Antidote: A simple six-point plan for financial freedom. It will include a detailed analysis of why the stock market is a very risky place to be. You’ll discover how well the stock market has done versus the risk-free benchmark of GICs going back 50 years in Canada and 30 years in the US. Find out who wins … and by how much. It will also lay out in detail the safest investing strategy on earth, which is to stay in 100% fixed income products using the laddered GIC strategy. You’ll also learn how to get the best GIC rates. It will also discuss the basic types of returns you can calculate and the importance of understanding time- versus money-weighted returns. It will also delve into the issue of RRSPs versus the alternatives, looking at investing in equities inside versus outside an RRSP, in a TFSA, as well as other options including real estate, reinvesting in your own business, paying off debt, and retaining profits in a corporation for later dividend distribution.

The course will also look at what the experts say future stock market returns are likely to be, as well as where interest rates are going so you can plan appropriately. You’ll also get six free spreadsheets including the RRSP vs Pay Down Debt Calculator, the RRSP vs Outside vs TFSA Calculator, the RRSP vs Retaining Profits in a Corporation Calculator and the Money Maximizer so you can see if you’re on track for a comfortable retirement. In a nutshell it will give you all the tools, information and confidence to take back control of your investments and finally start making some serious money.

TOPICS INCLUDE:

  • Learn why the why the stock market is a very risky place to be.
  • Explore an alternative strategy that has zero risk because it uses 100% GICs.
  • Discover whether RRSPs are the best vehicle to save for retirement.
  • Explore another guaranteed strategy – paying off debt rather than investing.
  • Find out what future stock market returns and interest rates are likely to be.

WHO WILL BENEFIT:

Individuals wishing to enact a safe retirement strategy

PRICING

$415.00 Personal Passport

$485.00 Organization Passport

$610.00 Member

$610.00 Student

$740.00 Public

Status: Registration open until Sep 05, 2022

LOCATION

CPA Ontario - King, The Exchange Tower, 130 King Street West, Toronto, Ontario, M5X 1C9

SPEAKER(S) BIO

David Trahair, CPA, CA, is a financial trainer, best-selling author and CPA Magazine columnist. His other books include Smoke and Mirrors, Crushing Debt, Cash Cows, Pigs and Jackpots, and The Procrastinator’s Guide to Retirement. His views are totally independent because he does not sell any financial products. He currently operates his own financial training firm and offers seminars to organizations.

SPECIAL INSTRUCTIONS

Electronic material can be accessed one week prior to the course at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

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