live the retirement you deserve
The BOOmers reTire: A Guide fOr finAnciAl
AdvisOrs And Their clienTs, 3rd ediTiOn
Lynn BISCoTT, CFP, R.F.P.
This unique resource focuses on living in retirement, rather than planning for retirement.
It gives you the financial and life-planning insight you need to help your clients preserve
their spending power during retirement.
Order # 985146 $49
Softcover approx. 330 pages
September 2012
978-0-7798-5146-0
Shipping and handling are extra.
Price subject to change without notice
and subject to applicable taxes.
The expert financial and life planning insight you need to help your client
• Create a regular income from government benefits, employer pensions, and
personal savings
• Take advantage of new financial products such as guaranteed minimum withdrawal
benefits and long-term care insurance
• Reduce taxes through income splitting and the new Tax-Free Savings Accounts (TFSA)
• Implement effective investment strategies during retirement
• Evaluate the pros and cons of various housing options such as condos, life
lease arrangements, and retirement communities
Understand the tax and estate planning implications of moving to a country property,
living in a seniors' community, becoming a snowbird, or relocating permanently
outside of Canada.
AvAilAble Risk-FRee FoR 30 DAys
order online: www.carswell.com
Call Toll-Free: 1-800-387-5164 in Toronto: 416-609-3800
AUTHORITATIVE. INNOVATIVE. TRUSTED.
