Retirement Planning

Retirement Planning – The Beginning of a New Chapter

The transition from managing a family-owned corporation to retirement is a complex process. It involves defining lifestyle, wellness and financial goals, in addition to estate and succession planning. While this process requires an investment in time and energy, effective retirement planning can lead to a full and rewarding new chapter in life.

Advanced Financial Planning for Retirement Includes Tax Advice

The Alberta Business Family Institute (ABFI) can help you identify all the critical components necessary for retirement planning and lead you through a practical process that will help you reach your goals. A significant portion of the course will focus on advanced financial planning, including money-saving tax strategies.

Effective Retirement Planning through ABFI’s “Legacy” Program

In addition to offering sound financial advice, the Legacy and Retirement Planning course can help you build a plan focused on addressing new challenges and finding meaningful opportunities for this next phase of your life. Topics include:

• Developing, bulletproofing and assessing your retirement portfolio
• How to maintain and build wealth
• Achieving satisfaction in all areas of your life Enhancing relationships with family and friends
• Developing a wellness plan for a healthy lifestyle Stewardship in your community
• And much more...

For more information about Legacy and Retirement Planning, please contact us.