Saving enough money to be financially independent or retire is one of the top concerns that working Canadians have.

Then there is the concern among pre-retirees and early retirees about running out of money before they run out of life. 

To address that, a number of rules of thumb have been promoted. 

This session touches on worries and wants, delving into a few of these rules of thumb and alternatives to consider when moving from saving to spending for the rest of one’s life.

Mr. Peter Wouters, RFG., AIAA., ARP., TEP., FLMI., RHU., CFP., CLU., CHFC., ACS., ALHC., CPCA., CHS., AFSI., EPC, Director, Tax Retirement & Estate Planning Services

Peter devotes much of his time working with independent advisors and other

professionals uncovering issues and concerns faced by affluent individuals,

professionals and business owners. He supports their efforts in researching and developing optimal solutions for clients aimed at improving their financial well-being and supporting their personal wishes and lifestyles.

He has provided 1000s of workshops, seminars and technical support internationally on tax, retirement and estate planning issues, concepts and strategies. Peter, an accredited Registered Financial Gerontologist, educates people of all professions who work with or specialize in the needs, expectations and issues of an aging population.

Comprehensive lifestyle planning is an important element of these processes. He has been repeatedly interviewed on regional and national television, radio, newspapers and journals as a subject matter expert on various industry issues and developments. He is a prolific writer on matters dealing with retirement, financial and lifestyle planning, for which he has received a number of international awards.

Among his many professional and industry affiliations are: CALU (Conference of Advanced Life Underwriting), the Society of Trust & Estate Practitioners, the Institute of Research & Planning, the Canadian Tax Foundation, the American Institute of Financial Gerontology and the American Society on Aging. He is faculty chair of the International Elder Planning Counsellor program.

A graduate of McMaster University, Northeastern University and Widener University, Peter has over four decades of experience. He is a true student of business as attested to by his many professional designations. His articles have been published in newspapers, industry bulletins and trade journals throughout the world.

A note about the CE credits – These CE credits could also be used for the following Regulators and Associations. Please check the appropriate website for further CE information.  

MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE.

Please view - MFDA Approved Courses but as per the definition of MFDA CE, you can use many of our other available courses.

IIROC - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650. 

Please view - IIROC Approved Courses but as per the definition of IIROC CE, you can use many of our other available courses.

FP Canada - CFP Designation - Any CE credits earned from Pro-Seminars are considered “Verifiable” and could be used towards the FP Canada CE categories. FP Canada leaves it up to the CFP designee to determine what category these CE credits will fall into. 

Please view - FP Canada Approved Courses but as per the definition of FP Canada CE, you can use many of our other available courses.

IAFE (Advocis) - Any CE credits earned from Pro-Seminars can be considered "Institute Approved" CE as per their definition - "All courses, presentations and seminars offered by third-party providers that align with The Institute's standards as published in the Practice Guidelines for Financial Advisors and Planners but have not been submitted to The Institute and evaluated against its Practice Guidelines. Attendees may be required to demonstrate that CE claimed as "Institute-approved" meets The Institute's standard and should therefore retain copies of the course description and record of completion in the event of an audit."

Please view current - Institute Accredited CE Courses, but as per the definition of IAFE (Advocis) CE, you can use many of our other available courses

Certificates, payment receipts and online instructions will be emailed directly after the webinar.