Sun Life Global Investments: Advanced Retirement Planning

This presentation highlights the fundamentals of retirement income planning and how advisors can help develop comprehensive and tax-efficient investment strategies for clients by layering income from all sources. We focus on the following five questions for investors around retirement income:

• Are you currently getting retirement planning or retirement income planning?
• Are you layering your income correctly?
• Are you making the best use of your government benefits?

Please use the form below or contact us today to RSVP. We look forward to seeing you!