If you are an independent financial advisor, pension plan administrator, human resource person, investment counsellor, or in the health care field, you will find that our educational seminars will benefit you personally as well as providing you with information that your clients/employees can depend upon to help develop a retirement lifestyle plan suitable to them. Topics that we explore are related to finance, health, relationships, work and leisure.

Also, as a benefit of membership, you will soon be able to download PDF files of presentations made at the Manitoba Chapter Education Days.

Life Planning has become more important than ever. Individuals are now expected to take on personal responsibility for aspects of their lives that were previously performed by outside agencies such as doctors, educators, employers and government.

You can assist your clients/employees by providing them with the information; knowledge skills and strategies that will help them make good decisions about pre and post retirement lifestyles.