Retirement Seminar Draft Annas

Retirement Income Planning Seminar Anna Conner Senior Advisor October 2008 Wealth Life Health Holistic Approach … Covering all the Bases

Who Why What Success …. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Anna Conner, BTI, EPC ,[object Object],[object Object],[object Object],Why Educate?

Who Why What Success …. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

As we move closer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Covering fixed and lifestyle costs Lifestyle Expenses Basic Expenses ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The products used for income generation must fit the individuals specific situation, and be part of the overall holistic financial success solution.

Retirement - What will yours look like? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Other considerations … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],CPP – OAS toll free # 1 800 277 9914

Effecting change … doubt / value. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],This is how getting good advice can make a difference

SLF Steven Chipman ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Casey Walsh, CI Investments ,[object Object],New Retirement Income Programs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Thank You - Q & A time ,[object Object],[object Object],Casey Walsh VP Sales & Marketing CI Investments Steve Chipman Director, Estate Planning Sun Life Financial

Retirement Seminar Draft Annas

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Retirement Seminar Draft Annas