Why Join RPAC?
Lifestyle planning is an integral part in the retirement planning process. RPAC provides professional development programs to help you as you guide your clients or employees on retirement matters. Topics include finance, health, relationships, work and leisure.
Benefits of RPAC for a Financial Planner
Benefits of RPAC for a Lifestyle Advisor
Benefits of RPAC for a Retirement Planner
Benefits of RPAC for Human Resources Personnel
Benefits of Membership for Financial Planners
As Boomers re-define the old stereotypes of retirement we find ourselves in the midst of a major transformation in the way society views retirement. What once thought of as "retirement" is now very hard to define. Some people, instead of cutting all ties with formal work, will choose to continue working. Some will slowly withdraw from their working life, while others will re-define themselves and begin a whole new career path in the next phase of their life called retirement. As an advisor, are you poised to take advantage of the changing views of your clients?
The old style stereotypes of retirees and the advisor's approach in advising clients will not work today. RPAC can assist you in adapting your practice to a Lifestyle focused approach. A Lifestyle approach allows both advisor and client to map a strategy that best suits the client's needs for whatever type of retirement suits that client. Thousands of Baby-Boomers in Canada are set to retire so this is a great opportunity for you to modernize your practice and take advantage of the coming wave of retirees.
When you operate your practice from a Lifestyle approach in retirement planning you will do a more thorough job for your client. When you help your clients to focus on their dreams, aspirations and goals, your financial recommendations take on a whole new meaning. You're not just selling a product, you're helping your client paint a picture of their future life, and you're offering solutions to make their dreams and goals achievable. Including a Lifestyle perspective in your practice adds a dimension to the client-advisor relationship that enhances your advisor role. Differentiating yourself as an advisor in this way makes you unique in the eyes of your clients.
Retirement planning today demands more than financial planning. It's about helping your clients set goals and plan the next stage in their lives. The Lifestyle approach also provides a tangible and legitimate reason for ongoing service and annual reviews and thereby delivers more value to clients and advisors.
RPAC is the leading organization that focuses on the lifestyle approach to retirement planning. Belonging to RPAC will give you a new perspective on what is rapidly becoming a new wave of retirement planning in Canada.
As a member, you may choose to proceed to the Professional Retirement Planner (PRP) level, a professional designation for retirement planning advisors in Canada. Society is changing the way it views retirement and retirement planning in Canada and RPAC can help you lead your clients through this transformation.
Benefits of Membership for Lifestyle Planners
You can enhance your lifestyle practice by belonging to RPAC. RPAC is the leading nationwide source for networking and subsequent sharing of information among professionals in the area of retirement planning. Lifestyle coaches and consultants throughout Canada belong to RPAC for the networking and the professional development we offer.
As a member, you may choose to proceed to the Professional Retirement Planner (PRP) level, a professional designation for retirement planning advisors in Canada. Those with the PRP designation have chosen to differentiate themselves as professionals who have relevant education, experience and a high commitment to professional development.
Belonging to RPAC can also help promote you and your services to new potential clients throughout Canada.
Benefits of Membership for Retirement Planners
We are a group of like minded individuals who believe that encompassing a Lifestyle approach to retirement planning is more realistic and preferred to one that focuses solely on financial matters. It's an absolute necessity given today's changing views on retirement.
Whether you deliver your services to individuals, groups or to corporations on behalf of employees, the opportunities for you to learn and expand your practice are limitless. Each local Chapter of RPAC offers several professional development events throughout the year, as well as valuable networking opportunities.
As a member, you may choose to proceed to the Professional Retirement Planner (PRP) level, a professional designation for retirement planning advisors in Canada. Those with the PRP designation have chosen to differentiate themselves as professionals who have relevant education, experience and a high commitment to professional development.
Today's rapidly changing views which Canadians hold on their retirement is a testament to how important Lifestyle retirement planning is for many people. RPAC can assist you in promoting yourself as a true retirement planning professional.
Benefits for Human Resources Personnel
As a Human Resources professional you will find many benefits to your RPAC membership. Many corporate clients have told us that presenting a formal pre-retirement program for their employees/members provides them with another tool which will assist them in protecting their fiduciary responsibility as it relates to the new Capital Accumulation Plan guidelines.
Besides giving the organization this added protection, properly structured pre-retirement programs can have the following benefits:
- Reduced stress on the part of employees
- Better job performance
- Better employee retention
- Greater personal responsibility about retirement savings
- Thorough review of all employee benefits
- Enhances your image by showing that you care about employees
The Lifestyle retirement planning approach utilized by our members ensures a well-balanced approach to planning, one that isn't solely focused on pension or RRSP savings.
Your company or union group may be interested in assisting their employees/members with their retirement planning. We invite you to become a corporate member of RPAC or we invite you to look to our members to find the expertise and experience in delivering comprehensive employer-sponsored programs
