Learn how to create your retirement blue print and how pensions and severance pay outs fit into the picture.
In this hands-on retirement planning course, you will be guided through all the areas you need to consider when starting to plan for your "mature years". Questions like, where do I start or how much do I need to be able to slow down, will be answered. To enhance this process, we have added an in-depth pension and severance course to this. As both pieces play a key role in retirement planning. If you are serious about planning for the retirement YOU deserve, don't miss this information.
NOTE: This is a combination course from our 2 popular courses: Retirement Readiness and Pension and Severance Simplified.
Speaker ■ Coach ■ Writer ■ Business Owner ■ Financial Planner ■ Creator of Prosperity Retreats
Anna Knight is the Founder, Severance and Pension Specialist and Certified Financial Planner at Simplicity Financial (www.simplicityfinancial.ca). She started Simplicity Financial with over 20 years of industry experience to empower Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates and strives to be the same for the community at large. To learn more, please visit www.simplicityfinancial.ca To elevate her impact and reach, Anna delivers her money management and wealth-building courses to corporations and a number of organizations online through her carefully curated courses. She also shared her valuable and time-tested wealth-building strategies in her latest book "The Million Dollar Difference" and collaborated with her colleague to create a 30-day financial healing journal, "My Financial Wellness Journal." In her well-established private practice, Anna offers fee-for-service financial planning guidance or gets retained by her clients to manage their financial affairs. To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders. To provide investment management advice, Anna is a Financial Advisor with Desjardins Financial Independent Network. If her plans call for alterations or adding new life insurance solutions, Anna works as an Insurance Broker with Desjardins Financial Independent Network. Before setting up her own independent practice, Anna worked for ICM, another independent MFDA dealer for several years, and Royal Bank of Canada, National Bank and Manulife Financial before that. She has not only extensive education in her field but also years of hands-on experience. As a wellness and fitness enthusiast, world explorer and dancer and mom, Anna ensures to keep on creating a work-life balance and encourages her clients to do the same.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
