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Capital Concepts Group

HR Professionals can educate themselves and their workforce on how to create meaningful "found money" for retirement using three safe planning strategies available to the average Canadian.

Learning Objectives: 
Learn how three simple strategies, designed to maximize one’s nest egg, can be applied as we walk through real case studies using easy-to-understand, visual retirement planning software.

Who should attend: 
  • This webinar is designed to help in planning for the best retirement possible, regardless of age or stage of life.

Meet your instructor

Chad Ekren

Chad Ekren is a CERTIFIED FINANCIAL PLANNER® and partner with Capital Concepts Group (since 1996) and Portfolio Manager with iA Private Wealth. As a Financial Educator to employee groups and the general public, Chad has taught thousands of people through his Retirement Education Seminars and 208 weekly live radio shows on 600AM in Vancouver. He is the creator of The Successful Retirement Academy (SRA), a comprehensive retirement education program delivered through live webinars, seminars and a comprehensive on-demand video training curriculum.

Course Curriculum

    1. Webinar Recording

    1. Course Survey

About this course

  • 2 lessons
  • 1 hour of video content