Retirement Readiness: 10 Retirement Issues Your Employees Absolutely Must Understand

Session

DATE TIME SPEAKER
Wednesday, January 28, 2009 10:45 AM - 11:45 AM Warren MacKenzie, President, Second opinion Investor Services Inc

DESCRIPTION:


As your employees prepare to retire, their future happiness and security depend in large part on their financial literacy—how well they are prepared to manage their retirement investments. Where can they turn for help? Unfortunately, the financial services industry focuses almost entirely on selling investment products, creating an unavoidable conflict of interest.  Learn more about financial planning and gain the insight to become your employees’ source for trusted retirement advice.

LEARNING OBJECTIVES:
  • Master the five core competencies that are required for employees to take responsibility for their retirement planning
  • Examine the five key elements of a financial plan and why having a plan is so important
  • Explore the difference between chasing financial products and following a simple investing process

ABOUT THE SPEAKER:


Warren MacKenzie is the author of The Unbiased Advisor and is president of Second Opinion Investor Service Inc. Second Opinion offers unbiased assessments of investment portfolios and investment strategies but sells no investments of any kind. MacKenzie is a chartered accountant, a chartered financial planner and a certified investment management analyst.

Before starting Second Opinion, MacKenzie was a financial advisor and a senior vice-president of a major brokerage firm. In previous careers he worked as a school teacher, in public practice as a chartered accountant and as a licensed trustee in bankruptcy.

MacKenzie has given hundreds of seminars on all aspects of investing and financial planning. His clients have included the Government of Ontario, the RCMP, CSIS, major private corporations, retirement groups and the Etobicoke CA Association.