Learn how to ensure your and your family’s financial well-being, how to maximize my severance, which pension options to make and more.
At job termination and/or retirement a number of KEY DECISIONS have to be made to ensure your and your family’s financial well-being. Questions such as, how to maximize my severance, which pension options do I choose are all decisions that have to be made. This course discusses these points in detail.
The first part of the course will discuss strategies to maximize a severance payout as planning might provide you with up to an additional 50% of the severance you are entitled to.
Then we will switch to the discussion around your pension options from a retirement income, tax, and estate angle. Since we will be discussing transferring your pension into your own locked-in plan, as one of the possibilities, we will spend some time also discussing retirement income investment options as understanding the types of products and guarantees available out there in the marketplace is a critical factor when discussing pension options.
With her extensive experience in these areas, Anna breaks down these quite complex topics into digestible discussion points and adds a number of examples to bring life to the discussion.
Speaker â– Coach â– Writer â– Business Owner â– Financial Planner â– 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.Â
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
