A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22

A Client Retiring on a Low Income

- CE Drive w/ Jason Watt S05E22

 

Ellen Covey of Elevate Financial discusses a client who is in the midst of retiring on a low income.

 

CE Credits:

BC 1; AB Life 1; AB A&S .5; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1

 

Supplementary Materials:

 

Elevate Financial Strategies

https://elevate.finance/

 

Pension unlocking: non-hardship

https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship

 

Benefits2

https://www.benefits2.ca/

 

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